201 East Fifth Street
Suite 1600
Cincinnati, Ohio 45202
Tel: 513-977-4400
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 121658 |
SEC# | 801-61324 |
Assets Managed by Firm | $19,848,561,829 |
No. of Clients | 185 |
No. of Advisors | 133 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 185 | $19,848,561,829 |
Individuals (other than high net worth individuals) | 20 | $4,543,396 |
High net worth individuals | 16 | $324,333,020 |
Charitable organizations | 99 | $9,537,825,567 |
Corporations or other businesses | 43 | $6,411,041,928 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$79,457,379,980 | 1444 | 158 | |
$78,252,229,704 | 130 | 135 | |
$54,569,476,420 | 741 | 48 | |
$30,011,530,941 | 3811 | 127 | |
$26,738,929,617 | 39 | 84 |
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