SIENA CAPITAL, LLC

OXFORD FINANCIAL PARTNERS
CINCINNATI, Ohio·2 registered advisors·CRD# 282843
SEC# 801-1077130513-469-7014
01

Firm Overview

AUM
$278M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SIENA CAPITAL, LLC

2 registered advisors
Erik James Christman
CINCINNATI, Ohio
Patrick Joseph Walsh
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. SIENA CAPITAL, LLC (CRD# 282843) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.