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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 $19,848,561,829 assets under management, offering retirement planning & investment advisory services to 185 clients. The firm is staffed with 133 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#121658
SEC#801-61324
Assets Managed by Firm$19,848,561,829
No. of Clients185
No. of Advisors133

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (RESEARCH SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total185$19,848,561,829
Individuals (other than high net worth individuals)20$4,543,396
High net worth individuals16$324,333,020
Charitable organizations99$9,537,825,567
Corporations or other businesses43$6,411,041,928

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