Torch Wealth Management is an investment advisor in Cincinnati with $264.78 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
463380670
SEC advisor number
801-78474
FINRA CRD number
168815
AUM ?
$264.78 mm
(as of 4 Mar 19)
Accounts
371
(as of 4 Mar 19)
Employees
4
(3 investment advisory or research)
Address
Torch Wealth Management
4500 COOPER ROAD
SUITE 201
CINCINNATI
OH 45242
4500 COOPER ROAD
SUITE 201
CINCINNATI
OH 45242
Phone
513-285-7080
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Feb 20
13F-HR
Quarterly holdings report by institutional manager
15 Nov 19
13F-HR
Quarterly holdings report by institutional manager
2 Aug 19
13F-HR
Quarterly holdings report by institutional manager
29 Apr 19
13F-HR
Quarterly holdings report by institutional manager
1 Feb 19
13F-HR
Quarterly holdings report by institutional manager
23 Oct 18
13F-HR
Quarterly holdings report by institutional manager
30 Jul 18
13F-HR
Quarterly holdings report by institutional manager
3 May 18
13F-HR
Quarterly holdings report by institutional manager
30 Jan 18
13F-HR
Quarterly holdings report by institutional manager
12 Oct 17