Wealth Dimensions Family Office Inc
Legal Name: WEALTH DIMENSIONS FAMILY OFFICE, INC
Full Contact Details
Wealth Dimensions Family Office Inc
7870 E KEMPER ROAD, SUITE 330, CINCINNATI, OH
(513) 945-1030
(513) 945-1031
Other Info
Wealth Dimensions Family Office Inc, an Ohio Corporation, is an approved SEC registered financial advisory firm boasting a team of 8 employees, of which 7 are in advisory roles. While small, the firm is dedicated to serving its one client with precision and expertise, ensuring optimal financial outcomes.
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Direct Owners
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DOUGLAS PAUL LOFTUS
SHAREHOLDER, PRESIDENT, SECRETARY owns more than 25% but less than 50%
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MICHAEL EARL MCCAW
SHAREHOLDER, VICE PRESIDENT owns more than 10% but less than 25%
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PATRICK DANIEL HAYES
CHIEF COMPLIANCE OFFICER owns less than 5%
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THOMAS ALFRED CURTI
SHAREHOLDER, VICE PRESIDENT owns more than 25% but less than 50%
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