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Fountain Square Asset Management LLC
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CRD # | 316955 |
SEC # | 801-122772 |
CIK # | |
AUM | $158.2 MM (2024-03-15) |
Employees | 5 (60% Investors, 60% Brokers) |
Phone | 513-984-9111 |
Address | 4520 Cooper Road Cincinnati, OH 45242 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 195 | 74.5 |
(b) Individuals (high net worth individuals) | 65 | 80.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 1 | 3.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 548 | 158.2 |
By Discretionary | ||
Discretionary | 544 | 157.3 |
Non-Discretionary | 4 | 0.8 |
Total | 548 | 158.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 158.2 | |
Total | 548 | 158.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Millington Financial Advisors LLC
✚
|
IL | 0.2 |
Alpine Hill Advisors LLC
✚
|
CT | 0.2 |
Avantra Family Wealth Inc
✚
|
PA | 0.2 |
Attentive Investments LLC
✚
|
CA | 0.2 |
Greenshields Capital LLC
✚
|
CA | 0.2 |
Beacon Capital LLC
✚
|
IA | 0.2 |
Forteris Wealth Management Inc
✚
|
NY | 0.2 |
Winning Points Advisors LLC
✚
|
FL | 0.2 |
JK Financial Inc
✚
|
TX | 0.2 |
Whalen Wealth Management Inc
✚
|
NV | 0.2 |