BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 328496
- Registered since
- July 31, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals63.68%
- HNWI33.86%
- Corporations / Businesses2.46%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Barnes Dennig Private Wealth Management, LLC is an SEC-registered wealth adviser (registered in 2024) that serves both individual/family and institutional clients. The firm operates as an LLC and charges fees based on a percentage of assets under management. Its advisory services, as disclosed in regulatory filings, include portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. The firm is identified as a capital allocator and lists an accounting firm affiliation. Barnes Dennig does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents9%
- State & Local Bonds1%
- Non-Investment Grade Corp Bonds1%
Owners & executives
1 of 1FEISAL MALIK
Chief Compliance OfficerCRD 2115832
Contacts
3 of 3RYAN LAUER
Senior ManagerCRD 5889082
GEORGE SPARKS
DirectorCRD 3142741
ANDREW BERTKE
DirectorCRD 3143337
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 133Active vs passive
$31.5M in ETFs
82%
$25.9M
12%
$5.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SILVER TRUST (SLV) | BlackRock | Passive | Commodities Focused | $4.2M | 61,322 | 13.26% |
Location
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 150 E 4th St
- Time zone
- ET (UTC-5)
- Office locations
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