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FOUNTAIN SQUARE ASSET MANAGEMENT
4520 Cooper Road
Suite 201
Cincinnati, Ohio 45242
Tel: 513-984-9111
About FOUNTAIN SQUARE ASSET MANAGEMENT
FOUNTAIN SQUARE ASSET MANAGEMENT, formally registered with the SEC as FOUNTAIN SQUARE ASSET MANAGEMENT. The firm was established in 11/29/2021. They have over 4 offices throughout the country.
FOUNTAIN SQUARE ASSET MANAGEMENT is a Cincinnati, Ohio based Financial Planning firm with nearly $206,178,193 assets under management, offering retirement planning & investment advisory services to 615 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316955 |
| SEC# | 801-122772 |
| Assets Managed by Firm | $206,178,193 |
| No. of Clients | 615 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 615 | $206,178,193 |
| Individuals (other than high net worth individuals) | 265 | $89,812,742 |
| High net worth individuals | 65 | $112,348,506 |
| Pension and profit sharing plans | 1 | $248,418 |
| Charitable organizations | 2 | $3,768,527 |
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