Bahl & Gaynor Inc is a large advisory firm based in Cincinnati. It manages $12.78 billion of regulatory assets for 2,299 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Bahl & Gaynor provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
Bahl & Gaynor: assets under management
The assets under management (AUM) of Bahl & Gaynor Inc is $12.78 billion. The firm's AUM has grown by 461% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $11.93 billion in discretionary accounts and $848.12 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.38 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10.6 million.
Investments
The firm invests in exchange traded securities the most. They account for 93% of the total AUM. The second-largest asset type is sovereign bonds, which make up 4% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.
