AdvisorOS Directory
Claim Profile
EC

Erik James Christman

SIENA CAPITAL, LLC·CINCINNATI, Ohio
Unclaimed Profile
8044 MONTGOMERY ROAD, CINCINNATI, OH 45236CRD# 3059951Firm CRD# 282843
01

About

Erik James Christman is a registered financial advisor based in CINCINNATI, Ohio, affiliated with SIENA CAPITAL, LLC. 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
SIENA CAPITAL, LLC
OXFORD FINANCIAL PARTNERS
AUM
$278M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SIENA CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3059951
Firm CRD# 282843
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Browse CINCINNATI AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Erik James Christman offer?
Erik James Christman specializes in Financial Planning, Investment Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Erik James Christman's credentials?
Erik James Christman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erik James Christman located?
Erik James Christman is based in CINCINNATI, Ohio, working with SIENA CAPITAL, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Erik James Christman charge for services?
Erik James Christman'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 SIENA CAPITAL, LLC?
SIENA CAPITAL, LLC has approximately 5 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SIENA CAPITAL, LLC

Patrick Joseph Walsh
CINCINNATI, OH

More Advisors in CINCINNATI, Ohio

David Todd Henderson
FORT WASHINGTON INVESTMENT ADVISORS INC·CINCINNATI, OH
Kenneth J. Bushman
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")·CINCINNATI, OH
Neil Robert Bourgeois
QUEEN CITY CAPITAL MANAGEMENT, LLC·CINCINNATI, OH
Sara Jane Evans
CASSADY SCHILLER WEALTH MANAGEMENT, LLC·CINCINNATI, OH
Shadia Georgette Bucciarelli
ATLAS WEALTH LLC·CINCINNATI, OH
Andrew Michael Taylor
THE O'DELL GROUP, LLC·CINCINNATI, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)NEW ALBANY (33)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile