E
$30.2M Total AUM
$12.6M Disc. AUM
-- 3Y CAGR
1 Employees
89 ADV. Clients
20 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-02-2005
- Office Locations
- 1
Office Locations
7026 Corporate WAY Suite 111 Dayton OH
About Ehmli Investment Advisors LLC
Ehmli Investment Advisors LLC is a Dayton-based RIA. The firm has been operating for 20 years. Managing $30.2M in total assets under management, with 1 advisory representatives.
Team overview
70 AVG AGE
$30.2M AVG AUM / ADVISOR
$339.3K AVG AUM / CLIENT
20.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
ELIZABETH H LI
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #2982513
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,622,473 | -- |
| Non-Discretionary | $17,573,243 | -- |
| Total | $30,195,716 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Other:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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