OHIO CU FINANCIAL

Overview

Ohio Cu Financial is organized as a limited liability company that combines insurance brokerage with advisory services. The firm charges fees as a percentage of assets under management and lists insurance brokering among its primary business activities. The dataset does not record the year the firm registered with the SEC. The firm identifies advisory capabilities that include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. It is affiliated with banking or thrift institutions and insurance companies. The profile indicates Ohio Cu Financial is not classified as a capital allocator, is not an active ESG investor, and is not flagged as a multi-state adviser or a newly formed adviser.

Assets & Accounts

Location & Offices