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Owen Smith

Touchstone Advisors Inc.

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About Owen Smith

Owen Smith is a registered representative at Touchstone Advisors Inc. Owen has been in the industry since 2023 and holds a Series 66 license. Owen is registered in OH. Touchstone Advisors Inc. is a Registered Investment Advisor (RIA) with offices in Cincinnati, OH. The firm specializes in portfolio management for investment companies.

Firm Information

Owen Smith is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Owen Smith’s Registration & Firm History

OH

12/09/2024 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Owen Smith.
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