Feedback
Share
Link
Link copied!
Fund Codex
Whitcomb & Hess, Inc.
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Whitcomb & Hess, Inc. Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Ashland, Ohio
$180.0 million AUM
1 office

Whitcomb & Hess, Inc. is based in Ashland, Ohio and has $180.0 million in assets under management.

Location
1020 Cleveland Avenue
Ashland, OH 44805
$180.0 million
AUM
25
Employees
AUM Share
Link
Link copied!
Back to Top
$179,969,572
Assets under management
1,929 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 981 $101,059,119 56% $103,016
High net worth individuals 36 $61,880,028 34% $1,718,890
Pension and profit sharing plans 9 $14,248,220 8% $1,583,136
Charitable organizations 9 $2,782,205 2% $309,134
Employees Share
Link
Link copied!
Back to Top
25
Employees
8
Investment analysts
32% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$179,969,572
Assets under management
$7,198,783
AUM per employee
$22,496,196
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Whitcomb & Hess, Inc. makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Whitcomb & Hess, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Business activities
  • Insurance broker or agent
  • Accounting firm
Firm data Share
Link
Link copied!
CRD number 121,064
SEC number 801-78798
Legal structure Corporation
Legal governance Ohio, United States
Latest ADV filing date March 12, 2020

Additional Funds

See all...
Maiden Lane Ventures II , LLC
Fund: Under $1 billion
Savvy Financial
Fund: $7,994
Copeley Capital
Fund: Under $1 billion
AI Global Investors (Usa) LLC
Fund: Under $1 billion
Beacon Financial Advisors
Fund: $134,961,597
Mad River Investors
Fund: $202,604,179

Additional Funds

See all...
Avondale Wealth Management LLC
Fund: $158,055,892
Proprium Capital Partners, L.P.
Fund: $2,214,708,000
Resolute Capital Managers, LLC
Fund: Under $1 billion
Calunius Capital LLP
Fund: Under $1 billion
Chitral V, LLC
Fund: Under $1 billion
First National Fund Advisers
Fund: $717,973,587
Lake Street
Fund: $375,651,480
JHL Capital Group LLC
Fund: $265,060,593

All of Fund Codex

See all...

Similar Funds to Whitcomb & Hess, Inc.

See all...
Bass and Bell, Inc.
Fund: $387,000,000
Mesa West Capital
Fund: $7,272,796,651
Mass Ave Global Inc
Fund: Under $1 billion
Gilbert & Cook, Inc.
Fund: $612,576,210
Foster Group, Inc.
Fund: $2,348,986,007
West Face Capital Inc.
Fund: Under $1 billion
Whitcomb & Hess, Inc.
Fund: $179,969,572