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WORTHINGTON FINANCIAL PARTNERS LLC
WORTHINGTON FINANCIAL PARTNERS LLC
WORTHINGTON WEALTH MANAGEMENT
WORTHINGTON, Ohio
·
3 registered advisors
·
CRD# 312951
SEC# 801-120511
0
614-368-0769
01
Firm Overview
AUM
$101M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at WORTHINGTON FINANCIAL PARTNERS LLC
3 registered advisors
Daniel Richard Lamacchia
WORTHINGTON, Ohio
CRD# 1253052
John Michael Kennedy
WORTHINGTON, Ohio
CRD# 1365599
Marni-Lee Dye
WORTHINGTON, Ohio
CRD# 1386647
05
Office Locations
WORTHINGTON, Ohio
3 advisors
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Data sourced from SEC Form ADV filings. WORTHINGTON FINANCIAL PARTNERS LLC (CRD# 312951) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.