Bollin Wealth Management, LLC
Firm details
- Headquarters
- Perrysburg, Ohio
- CRD number
- 150396
- Website
- bollinwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.46%
- Individuals35.24%
- Charitable Organizations0.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bollin Wealth Management, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm serves mainly individual and family clients, along with some institutional relationships, and is registered to do business in Michigan and Ohio. Its advisory practice emphasizes financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include a percentage-of-assets model as well as hourly and fixed-fee engagements. The firm does not position itself as an internal capital allocator and does not market active ESG investing as part of its core approach.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities12%
- US Government Bonds11%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
George Damasco
President, CEO and FounderCRD 1000231
Contacts
2 of 2
Phillip Bollin
President, Certified Financial PlannerCRD 4537321
Mark Folgmann
OwnerCRD 1128290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Perrysburg, OH
Wood
Location
Perrysburg, OH
Headquartered in Perrysburg, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.
- Metro area
- Toledo-Findlay-Tiffin, OH
- Region
- Midwest
- County
- Wood
- Address
- 842 W South Boundary St
- Time zone
- ET (UTC-5)
- Office locations
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