RITTER DANIHER FINANCIAL ADVISORY LLC
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 321827
- Registered since
- June 13, 2022
- Website
- www.ritterdaniher.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.58%
- Individuals25.87%
- Charitable Organizations0.32%
- Pension & Profit Sharing Plans0.23%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ritter Daniher Financial Advisory LLC is an independent registered investment adviser formed as an LLC and active since 2022. The firm provides financial planning and portfolio management for individuals, families and small businesses, charging fees as a percentage of AUM as well as hourly and fixed fees. It serves both individual/family and institutional clients and maintains relationships with broker-dealers, other advisers, trust companies and insurance firms. The adviser is not positioned as a capital allocator or pension consultant and does not report active ESG investing.
Assets & Accounts
Public Holdings
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 Funds84%
- Exchange Traded Equities12%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
2 of 2JOEL BENNETT
CFOCRD 2047878
ANGELA OSBORNE
Chief Operating OfficerCRD 4222939
Contacts
3 of 15Kaylie Wise
Support AdvisorCRD 7752346
Lora Anstaett
Financial AdvisorCRD 8199913
JOHN HANNAN
Financial AdvisorCRD 7159336
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 264Active vs passive
$507M in ETFs
67%
$340M
31%
$167M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $92.6M | 141,785 | 18.27% |
Location
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 7661 Beechmont Ave
- Time zone
- ET (UTC-5)
- Office locations
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