Siena Capital LLC
Legal Name: SIENA CAPITAL, LLC
Full Contact Details
Siena Capital LLC
8044 MONTGOMERY ROAD, SUITE 163, CINCINNATI, OH
513-469-7014
513-672-0363
Other Info
Siena Capital LLC, an Ohio-based Limited Liability Company, operates with a total of 5 employees, including 4 investment advisory professionals. While the number of clients the firm serves is unknown, its SEC approval status confirms that Siena Capital LLC is registered and authorized to operate in the field of financial analysis. The firm's SEC approval was granted on April 22, 2016, thereby providing investors with a reassuring level of regulatory compliance and oversight.
Financial Advisors | Oxford Financial Partners | Cincinnati, OH
The financial advisors at Oxford Financial Partners provide wealth management, financial planning and retirement planning services to Cincinnati, OH.
Direct Owners
-
ERIK JAMES CHRISTMAN
MANAGING MEMBER owns 75% or more
-
PATRICK JOSEPH WALSH
CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
Firms Located Nearby
- John D Dovich & Associates LLC
- Cincinnati Asset Management Inc
- The O'Dell Group LLC
- W&S Brokerage Services Inc
- Wealth Dimensions Group Ltd
- Clear Perspectives Financial Planning LLC
- Fifth Third Securities Inc
- Bartlett & Co Wealth Management LLC
- Coordinated Financial Planning Corp
- Fund Evaluation Group LLC