Hengehold Capital Management, Inc.

EST. AUM
$1,230,580,072

CONTACTS
7

CLIENT ACCOUNTS
2,964

Firm Details

Metro area Cincinnati
CRD Number 107700
Website hcmwealthadvisors.com
Client types

Overview

HCM is based in Cincinnati and they build asset allocation model portfolios for their clients. Outside of their Growth, Income, and Defensive models, HCM also has an in-house Dividend Growth strategy composed on individual stock selections. Schwab is the custodian.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Hengehold Capital Management, Inc.

Platform Details

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