PB
CFA
PB
CFA

Peter Paul Baden

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
4,484 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$16.9B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

700 Walnut Street, Suite 600, Cincinnati, OH, 45202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Peter is involved with Crew Capital Management, spending a few hours per week. He also works as a webmaster and is the founder of the Community Recovery Project, each taking about 10-20% of his time.

Employment History
Current Registrations
F/m Investments LLC
September 2020 - Present · 5 yrs 5 mos
Crew Capital Management, LTD.
July 2020 - Present · 5 yrs 7 mos
Previous Registrations
F/m Investments LLC
July 2020 - July 2020 · 0 mos
Ross, Sinclaire & Associates, LLC
June 2020 - September 2020 · 3 mos
Ross, Sinclaire & Associates, LLC
March 2011 - June 2020 · 9 yrs 3 mos
Ross, Sinclaire & Associates, LLCBroker
August 2005 - June 2020 · 14 yrs 10 mos
Fry Hensley & CO
February 2004 - March 2011 · 7 yrs 1 mo
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.