M
CRD: 106389
Miami Valley Portfolio Management INC
$218.6M Total AUM
$215.4M Disc. AUM
19.4% 3Y CAGR
5 Employees
739 ADV. Clients
27 yrs Firm Age
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- Custodian
- SEI ยท Stonex
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-26-1999
- Office Locations
- 1
Office Locations
475 Arlington RD Brookville OH
About Miami Valley Portfolio Management INC
Miami Valley Portfolio Management INC is a Brookville-based RIA. The firm has been operating for 27 years. Managing $218.6M in total assets under management, with 4 advisory representatives. They custody assets with SEI and Stonex.
Team overview
-- AVG AGE
$54.6M AVG AUM / ADVISOR
$295.8K AVG AUM / CLIENT
21 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
KENT ANDREW BEHNKEN
Financial Advisor, Vice President
- CRD
- #1407986
- Ownership
- 25% but less than 50%
Available
Available
Available
S
SCOTT EARL BEHNKEN
Financial Advisor, President
- CRD
- #711263
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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T
TYLER GENE BEHNKEN
Financial Advisor
- CRD
- #6205854
Available
Available
Available
Showing 1 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $215,413,742 | $189,292 |
| Non-Discretionary | $3,155,930 | $1,051,977 |
| Total | $218,569,672 | $191,560 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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