Ownership Advisors

  • Financial Services
  • Independence OH
  • 10 employees
  • Financial Services
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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 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$1B

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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

Mark Drunen

President

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Ownership Advisors Tech Stack

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FAQ

What is the location of Ownership Advisors's headquarters?
The headquarters of Ownership Advisors are situated at 6100 Oak Tree Blvd South Suite 420, Independence OH
What is Ownership Advisors's phone number?
Ownership Advisors's contact number is (216) 328-5538.
What is Ownership Advisors's official website?
The official website of Ownership Advisors can be found at ownershipadvisors.com.
What is Ownership Advisors's current revenue?
As of April 2018, Ownership Advisors's annual revenue reached $1B.
How many employees does Ownership Advisors currently have?
Ownership Advisors employs approximately 10+ people as of April 2018
Which industries is Ownership Advisors primarily operating in?
Ownership Advisors operates in the following industries: Finance, Credit
Who is the President of Ownership Advisors?
Ownership Advisors's President is Mark Drunen
When was Ownership Advisors founded?
Ownership Advisors was founded in 1998.

Employee Directory

Key Employees

Richard Tanner

President

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Ervis Mellani

Family Legacy Planner

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