THE PORTFOLIO ENGINEER
Filed: April 26, 2002
Financial services, namely, investment advisory services for others
Owned by: DiMeo Schneider & Associates, L.L.C.
Serial Number: 76400877
THE WEALTH OFFICE
Filed: September 25, 2000
FINANCIAL CONSULTATION PROVIDED TO HIGH NET WORTH INDIVIDUALS, NAMELY, INVESTMENT ADVICE, ASSET ALLOCATION, AND INVESTMENT…
Owned by: DiMeo Schneider & Associates, L.L.C.
Serial Number: 78027499
TAX ELIMINATOR
Financial service, namely, financial analysis and consultation to lower tax liability of an individual's investment activity…
Owned by: DiMeo Schneider & Associates, L.L.C.
Serial Number: 78027502
WEALTH ACCUMULATOR
Financial service, namely, review and implementation of asset allocation study, manager search selection, and ongoing performance…
Owned by: DiMeo Schneider & Associates, L.L.C.
Serial Number: 78027541
DYNASTY ARCHITECT
Financial service, namely, review and make recommendations on current estate plan; maximize wealth transfer to heirs and…
Owned by: DiMeo Schneider & Associates, L.L.C.
Serial Number: 78027546
