RIA Intel›Advisers›Ohio›SINCLAIR GROUP INC

SINCLAIR GROUP INC

Advisory

Y·CLEVELAND, OH

Data as of Sep 6, 2017 · Source: SEC Form ADV

Total AUM

$127M

1-Year AUM Growth

-12.5%

3-Year CAGR

-16.2%

Employees

3

Assets Under Management

Total AUM$127M

Discretionary AUM$0

Non-Discretionary AUM$127M

Discretionary %0%

Total Clients—

Team

Total Employees3

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record11

First FilingAug 7, 2012

Latest FilingSep 6, 2017

🔒 Full AUM trend chart and 11 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SINCLAIR GROUP INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.