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David E Workman Ii

ASSET ADVISORY GROUP INC·CINCINNATI, Ohio
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9200 MONTGOMERY ROAD, CINCINNATI, OH 45242CRD# 5579070Firm CRD# 107929
01

About

David E Workman Ii is a registered financial advisor based in CINCINNATI, Ohio, affiliated with ASSET ADVISORY GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ASSET ADVISORY GROUP INC
ASSET ADVISORY GROUP INC
AUM
$399M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ASSET ADVISORY GROUP INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5579070
Firm CRD# 107929
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David E Workman Ii offer?
David E Workman Ii specializes in Financial Planning, Investment Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are David E Workman Ii's credentials?
David E Workman Ii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David E Workman Ii located?
David E Workman Ii is based in CINCINNATI, Ohio, working with ASSET ADVISORY GROUP INC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does David E Workman Ii charge for services?
David E Workman Ii's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET ADVISORY GROUP INC?
ASSET ADVISORY GROUP INC has approximately 8 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CINCINNATI
Vivienne Karin Schleu — NATIONAL WEALTH MANAGEMENT GROUP, LLCMartin Wayne Friedman — SC GP III(B), LLCTodd Allen Gardner — SC GP III, LLCJennifer Jo Kielczewski — MARIEMONT CAPITAL LLCGary Edward Mathews — NATIONAL WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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