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Alan Blair Ross

DAVIS-ROSS INVESTMENT ADVISERS, LLC·COLUMBUS, Ohio
Unclaimed Profile
411 EAST TOWN STREET, COLUMBUS, OH 43215CRD# 4832464Firm CRD# 117751
01

About

Alan Blair Ross is a registered financial advisor based in COLUMBUS, Ohio, affiliated with DAVIS-ROSS INVESTMENT ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
DAVIS-ROSS INVESTMENT ADVISERS, LLC
DAVIS-ROSS INVESTMENT ADVISERS, LLC
AUM
$2M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at DAVIS-ROSS INVESTMENT ADVISERS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4832464
Firm CRD# 117751
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Blair Ross offer?
Alan Blair Ross specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Alan Blair Ross's credentials?
Alan Blair Ross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Blair Ross located?
Alan Blair Ross is based in COLUMBUS, Ohio, working with DAVIS-ROSS INVESTMENT ADVISERS, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Alan Blair Ross charge for services?
Alan Blair Ross's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVIS-ROSS INVESTMENT ADVISERS, LLC?
DAVIS-ROSS INVESTMENT ADVISERS, LLC has approximately 1 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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