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- Custodian
- Charles Schwab & Company · LPL Financial · PNC · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-15-2017
- Office Locations
- 1
Office Locations
About THE Siekmann Company
The Siekmann Company serves Central Ohio small-to-mid-sized employers with fiduciary retirement plan advisory, TPA administration, and employee benefits brokerage/consulting plus benefits administration. Offers engagement technology for online enrollment, COBRA and 1095/1094-C filings, and wellness programs. Investment menus commonly use ETFs and mutual funds. Serving businesses since 1981.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Aaron Robert Siekmann
Chief Compliance Officer, Investment Advisor, President
- CRD
- #6712148
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
JOHN BERNARD EDDINGFIELD II
--
- CRD
- #7549721
BRENT WILLIAM SOLLER
--
- CRD
- #6733702
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,693,796 | -- |
| Total | $4,693,796 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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