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 $7,982,892,401 assets under management, offering retirement planning & investment advisory services to 40143 clients. The firm is staffed with 1228 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 628 |
SEC# | 801-63623 |
Assets Managed by Firm | $7,982,892,401 |
No. of Clients | 40143 |
No. of Advisors | 1228 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 40143 | $7,982,892,401 |
Individuals (other than high net worth individuals) | 38436 | $6,488,820,401 |
High net worth individuals | 1074 | $1,306,951,573 |
Pension and profit sharing plans | 479 | $120,242,839 |
Charitable organizations | 18 | $7,543,527 |
Corporations or other businesses | 129 | $53,272,304 |
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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