34 Fountain Square Plaza
Md 1090am
Cincinnati, Ohio 45263
Tel: 888-889-1025
FIFTH THIRD SECURITIES, INC, formally registered with the SEC as FIFTH THIRD SECURITIES, INC. The firm was established in 11/17/2004. They have over 1118 offices throughout the country.
FIFTH THIRD SECURITIES, INC. is a Cincinnati, Ohio based Financial Planning firm with nearly $7,311,047,248 assets under management, offering retirement planning & investment advisory services to 41519 clients. The firm is staffed with 1205 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 628 |
SEC# | 801-63623 |
Assets Managed by Firm | $7,311,047,248 |
No. of Clients | 41519 |
No. of Advisors | 1205 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 41519 | $7,311,047,248 |
Individuals (other than high net worth individuals) | 40104 | $5,988,976,879 |
High net worth individuals | 1182 | $1,232,602,716 |
Pension and profit sharing plans | 40 | $22,311,012 |
Charitable organizations | 18 | $6,903,679 |
Corporations or other businesses | 164 | $54,339,432 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
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