WAYNE D. MINICH & COMPANY, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
RICHFIELD, Ohio
CRD number
121236
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wayne D. Minich & Company, Inc. is an individually owned corporate advisory practice that positions itself as a capital allocator and fee-for-service planner. The firm lists financial planning, pension consulting and the selection of other advisers among its advisory activities. Its stated billing model relies on hourly charges and fixed fees rather than asset-based fees. The firm reports an affiliation with an insurance company and does not identify itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • WAYNE MINICH

    FounderCRD 336353

  • DAVID MINICH

    Registered RepresentativeCRD 4454244

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RICHFIELD, OH

SUMMIT

Location

RICHFIELD, OH

Headquartered in RICHFIELD, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
SUMMIT
Address
4603 W Streetsboro Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth