Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
4,635 clients
Average Client Portfolio
$5.2M average
Assets Under Management
$24.3B

Fee Structure

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Location

1100 Superior Ave East, Suite 700, Cleveland, OH, 44114

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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

David is the Director of Finance for Polish Veteran's Alliance Inc, a not-for-profit organization managing a bar and rental real estate. He dedicates minimal time to this role.

Employment History
Current Registrations
Previous Registrations
Hightower Advisors, LLC
May 2019 - August 2021 · 2 yrs 3 mos
Hpm Partners LLC
December 2016 - February 2017 · 2 mos
Spero-Smith Investment Advisers, INC.
January 2015 - October 2016 · 1 yr 9 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.