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FOSTER & MOTLEY INC
CINCINNATI, OH
513-561-6640
SEC #801-53289Total AUM
$2.9B
Employees
51Clients
926Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7755 MONTGOMERY ROAD
SUITE 100
CINCINNATI
OH 45236
United States
SUITE 100
CINCINNATI
OH 45236
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
513-561-6640
Financials
Total AUM
$2.9B
Accounts
926Discretionary
$2.9B
Accounts
888Non-Discretionary
$54.6M
Accounts
38
Clients
Individual Clients
251AUM
$111.4M
HNW Individual Clients
668AUM
$2.8B
Pension/Profit Sharing Plan Clients
2AUM
$1.2M
Charitable Organization Clients
3AUM
$34.5M
Corporation or Business Clients
2AUM
$13.6M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAILINKYMAMINCNJNYOHPASCTNTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.