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Building 2FEG

Map pinCINCINNATI, OH
Phone513-977-4400
NotebookSEC #801-61324
Total AUM
$23.9B
Employees
136
Clients
217

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 EAST FIFTH STREET
SUITE 1600
CINCINNATI
OH 45202
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
513-977-4400
Other Offices
2

ReceiptFinancials

Total AUM
$23.9B
Accounts
218
Discretionary
$16B
Accounts
150
Non-Discretionary
$7.9B
Accounts
68

ContactClients

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Individual Clients
30
AUM
$8.3M
HNW Individual Clients
15
AUM
$162.7M
Pension/Profit Sharing Plan Clients
1
AUM
$65.7M
Charitable Organization Clients
164
AUM
$19.3B
Government Entity Clients
5
AUM
$154.2M
Sovereign Wealth Fund Clients
1
AUM
$4.1B
Corporation or Business Clients
1
AUM
$35.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
RESEARCH SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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