Ownership Advisors, Inc.
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Ownership Advisors, Inc. - overview
Established
1998
Location
Cleveland, OH, US
Primary Industry
Financial Services
About
Based in Ohio, US and founded in 1998, Ownership Advisors, Inc. offers financial planning and wealth management services for high-net-worth individuals and families. The firm serves clients in the US. In March 2021, MAI Investment Management acquired the wealth management business of Ownership Advisors, Inc.
The firm's wealth management services include life transition planning, evidence-based investment management, insurance and wealth transfer, charitable estate planning, business transitions, and family wealth counseling that supports wealth accumulation, intergenerational wealth management, and legacy planning.
Primary Industry
Financial Services
Sub Industries
Investment Banking
Website
www.ownershipadvisors.com
Total Amount Raised
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Ownership Advisors, Inc. - employee data
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