Advisers in Lima, OH

3 advisers in Lima — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Hardy & Hardy CO LLC3605 Shawnee Road · Lima, OH 45806 · (419) 998-8955 · % of assets managedCRD 145088 · % of assets · $269.4 million AUMSEC registeredNo commissions reported Reservoir Wealth Management2100 Lost Creek Boulevard · Lima, OH 45804 · (567) 289-2100 · Financial planningCRD 293131 · % of assets, Hourly charges, Other · $208.8 million AUMSEC registeredNo commissions reported Trueblood Wealth Management, LLC2651 Shawnee Rd · Lima, OH 45806 · (419) 812-2998 · % of assets managedCRD 321659 · % of assets · $474.1 million AUMSEC registeredNo commissions reported

Talking to advisers in Lima? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.