Isaacs & Associates, LLC
Isaacs & Associates, LLC (CRD# 324222) is a financial advisory firm headquartered in Cincinnati, OH. They manage $39,762,254 in 238 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Isaacs & Associates, LLC
By the Numbers
-
Total Assets Under Management40MILLION
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Total Number of Accounts238ACCOUNTS
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Average Account Value$167,068
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Isaacs & Associates, LLC
1
Ray Isaacs (CRD# 1205809) is an Investment Advisor Representative working at Isaacs & Associates, LLC in Cincinnati, OH and has over 25 years of experience in the finance industry.
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