Investment adviser · CRD 106068

FINANCIAL MANAGEMENT GROUP INC

Investment adviser filing (IA)

CINCINNATI, OH, United States · Form ADV filed Apr 30, 2015

Regulatory AUM
$355M
Form ADV · Item 5.F
Client accounts
1,742
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
7
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 30, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4665 CORNELL RD, SUITE 160
CINCINNATI, OH, 45241, United States

CRD 106068

Filing source

Form ADV 915485 · Apr 30, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.