CONSOLIDATED FINANCIAL
Dublin, United States · CRD 119695
SEC-registered investment adviser since 2018 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$588.7m
- Main clients (by assets)Pension plans 58%, High net worth individuals 28%, Individuals 14%
- Websiteinvestconsolidated.com
- Form ADV · 2026-03-17SEC adviser record
- Kindinstitutions
- Others nearbyDublin, OH
As an employer
- Staff (Form ADV)6 · 5 in investment roles
- Offices in1 country