Company Overview
- Headquarters
- 6100 Oak Tree Blvd South Suite 420, Independence OH
- Website
- ownershipadvisors.com
- Phone
- (216) 328-5538
- Employees
- 10
- Founded in
- 1998
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52393 CompaniesNAICS Code 52 CompaniesNAICS Code 523 CompaniesNAICS Code 5239 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$1B
Who is Ownership Advisors
Ownership Advisors Inc. is a privately held company based in Independence, Ohio. The firm employs 10 people and generates an annual revenue of $1 million. Ownership Advisors specializes in providing customized wealth counseling services to high net-worth families. Their areas of expertise include estate planning, business succession, and money management. The company differentiates itself by offering tailored financial advice that addresses the specific needs and goals of each client. Their team of advisors works closely with families to develop comprehensive strategies for preserving and growing their wealth. Clients interested in learning more about Ownership Advisors' services can visit their website at ownershipadvisors.com.
Company Leadership
Ownership Advisors Tech Stack
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