WAYNE D. MINICH & COMPANY, INC.
Firm details
- Headquarters
- RICHFIELD, Ohio
- CRD number
- 121236
- Website
- www.appliedfin.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2WAYNE MINICH
FounderCRD 336353
DAVID MINICH
Registered RepresentativeCRD 4454244
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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