ROSS, SINCLAIRE & ASSOCIATES, LLC

CINCINNATI, Ohio·3 registered advisors·CRD# 25440
SEC# 801-785131513-381-3939
01

Firm Overview

AUM
$354M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ROSS, SINCLAIRE & ASSOCIATES, LLC

3 registered advisors
Beverly Ann Kennedy
CINCINNATI, Ohio
Karl A Mr Spisak
CINCINNATI, Ohio
Murray Sinclaire
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. ROSS, SINCLAIRE & ASSOCIATES, LLC (CRD# 25440) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.