Ehmli Investment Advisors LLC

RIASEC Registered

Total AUM

$31.2M

Discretionary

$19.1M

61% of AUM

Avg account

$359K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Dayton, Ohio
CRD number: 137273
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI93.45%
Individuals5.29%
Charitable Organizations1.26%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Ehmli Investment Advisors LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm provides financial planning and portfolio management primarily for individuals, families and small businesses, and it also serves some institutional clients. Its billing options include asset-based fees as well as hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not described as a pension consultant or related adviser. An accounting professional affiliation is noted among industry relationships.