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Kimberly Ann Geary

BARTLETT & CO. WEALTH MANAGEMENT LLC·CINCINNATI, Ohio
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600 VINE STREET, CINCINNATI, OH 45202-2466CRD# 1071527Firm CRD# 292246
01

About

Kimberly Ann Geary is a registered financial advisor based in CINCINNATI, Ohio, affiliated with BARTLETT & CO. WEALTH MANAGEMENT LLC. 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
BARTLETT & CO. WEALTH MANAGEMENT LLC
BARTLETT & CO. WEALTH MANAGEMENT LLC
AUM
$8.4B
Regulatory assets under management
Employees
77
Total firm employees
View all advisors at BARTLETT & CO. WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1071527
Firm CRD# 292246
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Ann Geary offer?
Kimberly Ann Geary specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Kimberly Ann Geary's credentials?
Kimberly Ann Geary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Ann Geary located?
Kimberly Ann Geary is based in CINCINNATI, Ohio, working with BARTLETT & CO. WEALTH MANAGEMENT LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Kimberly Ann Geary charge for services?
Kimberly Ann Geary'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 BARTLETT & CO. WEALTH MANAGEMENT LLC?
BARTLETT & CO. WEALTH MANAGEMENT LLC has approximately 77 employees and manages $8.4B 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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