WHITCOMB & HESS, INC.

ASHLAND, Ohio·4 registered advisors·CRD# 121064
SEC# 801-787980419-289-7007
01

Firm Overview

AUM
$344M
Regulatory assets under management
Employees
28
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WHITCOMB & HESS, INC.

4 registered advisors
Aaron Lee Bates
ASHLAND, Ohio
James Howard Hess
ASHLAND, Ohio
Ryan Timothy Gilmer
ASHLAND, Ohio
CFA
William Stephen Harvey
ASHLAND, Ohio
05

Office Locations

ASHLAND, Ohio
4 advisors

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Data sourced from SEC Form ADV filings. WHITCOMB & HESS, INC. (CRD# 121064) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.