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Deeter & Bodnar Advisors (Cincinnati)


Deeter & Bodnar Advisors is a large advisory firm based in Cincinnati. It manages $30 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Ohio.

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Deeter & Bodnar Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Deeter & Bodnar Advisors: assets under management

The assets under management (AUM) of Deeter & Bodnar Advisors is $30 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Deeter & Bodnar Advisors for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cincinnati

The principal office where Deeter & Bodnar Advisors performs its advisory services is located at 5721 Dragon Way, Cincinnati, OH 45227, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-271-8535 or by fax 513-271-8547. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.deeterandbodnar.com.


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