MF
CFA
MF
CFA

Mark Edward Fleming

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
941 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.0B

Fee Structure

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Location

325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215

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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

Mark is the CEO of Owner Actions, Inc., a consulting firm that helps people buy businesses, taking about half of his time. He also serves as a board member or director for several other companies, dedicating minimal time to each.

Employment History
Current Registrations
Gryphon Financial Partners
February 2024 - Present · 2 yrs
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.