AdvisorCensus / Financial advisors / Ohio / Cleveland, OH / The Bank of New York Mellon
Financial advisors in Cleveland, OH using The Bank of New York Mellon
3 SEC-registered investment advisory firms headquartered in the Cleveland, OH metro area name The Bank of New York Mellon as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| IDR Investment Management, LLC | Independence | SEC-registered investment adviser | Over $5 billion |
| ORG Portfolio Management LLC | Beachwood | SEC-registered investment adviser | Over $5 billion |
| Townsend Holdings LLC | Cleveland | SEC-registered investment adviser | Over $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. The Bank of New York Mellon nationwide
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AdvisorCensus. Financial advisors in Cleveland, OH using The Bank of New York Mellon. https://advisorcensus.com/advisors/oh/cleveland/custodians/bank-of-new-york-mellon https://advisorcensus.com/advisors/oh/cleveland/custodians/bank-of-new-york-mellon