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Building 2FOUNTAIN SQUARE ASSET MANAGEMENT

Map pinCINCINNATI, OH
Phone513-984-9111
NotebookSEC #801-122772
Total AUM
$233.7M
Employees
5
Clients
398

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4520 COOPER ROAD
SUITE 201
CINCINNATI
OH 45242
United States
Operating Hours
9 AM - 4:15 PM
Monday - Friday
Phone
513-984-9111
Other Offices
3

ReceiptFinancials

Total AUM
$233.7M
Accounts
681
Discretionary
$232.5M
Accounts
679
Non-Discretionary
$1.2M
Accounts
2

ContactClients

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Individual Clients
311
AUM
$94.3M
HNW Individual Clients
83
AUM
$134.3M
Pension/Profit Sharing Plan Clients
2
AUM
$1.2M
Charitable Organization Clients
2
AUM
$3.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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