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Joy Maureen Loewenstine

RIVERPOINT CAPITAL MANAGEMENT, INC.·CINCINNATI, Ohio
Unclaimed Profile
312 WALNUT ST, CINCINNATI, OH 45202CRD# 5795641Firm CRD# 109068
01

About

Joy Maureen Loewenstine is a registered financial advisor based in CINCINNATI, Ohio, affiliated with RIVERPOINT CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
RIVERPOINT CAPITAL MANAGEMENT, INC.
RIVERPOINT CAPITAL MANAGEMENT, INC.
AUM
$1.1B
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5795641
Firm CRD# 109068
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joy Maureen Loewenstine offer?
Joy Maureen Loewenstine specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Joy Maureen Loewenstine's credentials?
Joy Maureen Loewenstine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joy Maureen Loewenstine located?
Joy Maureen Loewenstine is based in CINCINNATI, Ohio, working with RIVERPOINT CAPITAL MANAGEMENT, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Joy Maureen Loewenstine charge for services?
Joy Maureen Loewenstine'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 RIVERPOINT CAPITAL MANAGEMENT, INC.?
RIVERPOINT CAPITAL MANAGEMENT, INC. has approximately 11 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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