Ohio Cu Financial

Overview

Ohio Cu Financial LLC is an Ohio-registered limited liability company that operates primarily as an insurance broker while offering advisory services focused on portfolio management for individuals and small businesses and providing pension consulting services. The firm reports a fee model based on a percentage of assets under management. The record classifies ownership as a domestic entity/individual and does not list broader institutional capital-allocation activity. The firm does not identify itself as an active ESG investor or a multi-state adviser in the available profile.

Assets & Accounts

Investments & Alternatives

Location & Offices