Ojm Group
Financial Services • 
Cincinnati, Ohio, United States • 21-50 Employees
Company overview
| Headquarters | 8044 Montgomery Rd., Suite 440, Cincinnati, OH 45236, US |
| Phone number | +18776564362 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Doctors, Asset Protection, Wealth Management, Consulting, Personal Planning, Practice Management, Physicians, Corporate Planning, Insurance And Benefits Planning |
| Founded | 2007 |
| Employees | 21-50 |
| Socials |
Key Contacts at Ojm Group
Bob Peelman
Director Of Wealth Management
Michael Lewellen
Director Of Financial Planning
Ojm Group Email Formats
Ojm Group uses 4 email formats. The most common is {first initial} (e.g., j@ojmgroup.com), used 63.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@ojmgroup.com | 63.2% |
{first initial}{last name} | jdoe@ojmgroup.com | 15.8% |
{first name}.{last name} | john.doe@ojmgroup.com | 10.5% |
{first name}{last name} | johndoe@ojmgroup.com | 10.5% |
About Ojm Group
People get more out of life when they can stop worrying about money. At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Our entire firm is dedicated to the achievement of one goal — helping our clients build and preserve their wealth while reducing taxes. We encourage you to learn more about us, and connect with our firm partners here on LinkedIn, or any of our team. Our Consulting division’s Firm Commitment, along with our Investment Planning division’s client-focused business model, and our Insurance and Benefits Planning team’s experience are unique features very few firms can offer in one place. Read through our professional bios, download our CVs, peruse our books and publications and view our webcasts. We would love the opportunity to chat with you about your unique situation, the background of our team members, and how we help clients like you every day. Offices in Arizona, Florida, and Ohio DISCLOSURE: OJM Group, LLC (OJM) is an SEC registered investment adviser with its principal place of business in the State of Ohio. OJM and its representatives are in compliance with the current notice filing and registration requirements imposed upon registered investment advisers by those states in which OJM maintains clients. OJM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of OJM, please contact OJM or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about OJM, including fees and services, send for our disclosure brochure as set forth on Form ADV using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
Ojm Group revenue & valuation
| Annual revenue | $4,974,701 |
| Revenue per employee | $227,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Ojm Group has 10 employees across 5 departments.
Departments
Number of employees
Funding Data
Ojm Group has never raised funding before.
Ojm Group Tech Stack
Discover the technologies and tools that power Ojm Group's digital infrastructure, from frameworks to analytics platforms.
Security
Security
Marketing automation
Form builders
Analytics
Caching
JavaScript libraries
JavaScript libraries
CDN
SEO
JavaScript libraries
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Italy
Spain
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