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FEG

201 East Fifth Street
Suite 1600
Cincinnati, Ohio 45202
Tel: 513-977-4400

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About FEG

FEG, formally registered with the SEC as FEG. The firm was established in 06/30/2002. They have over 3 offices throughout the country.

FEG is a Cincinnati, Ohio based Financial Planning firm with nearly $16,616,287,284 assets under management, offering retirement planning & investment advisory services to 174 clients. The firm is staffed with 130 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#121658
SEC# 801-61324
Assets Managed by Firm $16,616,287,284
No. of Clients 174
No. of Advisors 130

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total174$16,616,287,284
Individuals (other than high net worth individuals)20$5,397,743
High net worth individuals14$292,894,647
Charitable organizations91$7,337,254,468
Corporations or other businesses42$5,770,665,380
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More Retirement Planning firms in Cincinnati, Ohio:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
NATIONWIDE FUND ADVISORS
10 West Nationwide Blvd
Columbus, OH, 43215
$71,982,699,043134133
FORT WASHINGTON INVESTMENT ADVISORS INC
303 Broadway, Suite 1200
Cincinnati, OH, 45202
$71,037,804,0501405151
MEEDER PUBLIC FUNDS, INC.
6125 Memorial Drive
Dublin, OH, 43017
$25,371,529,34951648
DIAMOND HILL CAPITAL MANAGEMENT INC
325 John H. Mcconnell Blvd., Suite 200
Columbus, OH, 43215
$24,763,108,8314149129
TOWNSEND HOLDINGS LLC
950 Main Avenue, Suite 1600
Cleveland, OH, 44113
$23,908,418,53968122

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