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William Sauer Sloneker

Cincinnati Asset Management Inc

Cincinnati, OH

CRD 2435960

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Employer firm

Cincinnati Asset Management Inc CRD 104946

$2.53B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Cincinnati Asset Management Inc

8845 Governor'S Hill Drive Suite 230, Cincinnati, OH 45249-3317 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 1999-09-12
TX RA APPROVED_RES 1994-01-31
  • OH RA
    APPROVED
    Since 1999-09-12
  • TX RA
    APPROVED_RES
    Since 1994-01-31

Branch Locations

4350 Glendale-Milford Rd Suite 160, Cincinnati, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cincinnati Asset Management Inc Cincinnati OH 03/1989 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-12-06
  • S65 Uniform Investment Adviser Law Examination
    1993-12-06
Other Names
  • William Sloneker

View on SEC IAPD

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

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