BP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
74 advisors
Number of Clients
41 clients
Average Client Portfolio
$710.6M average
Assets Under Management
$29.1B
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Advisor Information
Office location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bartlomiej engages in business-to-business marketing and solicitation activities for Separately Managed Accounts and Model Portfolio Delivery options. He dedicates a few hours per week to this activity and is compensated via an override as a percentage of the management fee.
Employment History
Current Registrations
Touchstone Advisors INC
May 2023 - Present · 2 yrs 8 mos
Touchstone Securities, INC.Broker
April 2023 - Present · 2 yrs 9 mos
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.