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FSI GROUP, LLC
CINCINNATI, OH
513-746-2200
SEC #801-54335Total AUM
$117.9M
Employees
7Clients
17Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
441 VINE STREET
SUITE 1300
CINCINNATI
OH 45202
United States
SUITE 1300
CINCINNATI
OH 45202
United States
Operating Hours
8:30 A.M.-5:30 P.M.
Monday - Friday
Monday - Friday
Phone
513-746-2200
Other Offices
2
Financials
Total AUM
$117.9M
Accounts
6Discretionary
$117.9M
Accounts
6Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
1AUM
$0
Banking Clients
1AUM
$0
Pooled Vehicle Clients
1AUM
$96.7M
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Other Clients
6AUM
$21.2M
Description of Other Clients
SEPARATELY MANAGED ACCOUNTS & U.S. TREASURY
Services
Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
ASSET MANAGEMENT SERVICES FOR U.S. DEPT OF TREASURY & SEPARATELY MANAGED ACCOUNTS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
OH
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.