Thomas
Eisenzimmer

Fountain Square Asset Management

CRD#1040633
Investment Advisor
in Cincinnati, OH

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About this Advisor

Thomas Eisenzimmer is a financial advisor working out of Cincinnati, Ohio with 1 year of relevant experience. Eisenzimmer works at Fountain Square Asset Management. Throughout their career, Eisenzimmer has worked at (Dba) Eisenzimmer Financial Services, Inc, Concourse Financial Group Securities Inc Fka Proequities, Inc and (Dba) Fountain Square Asset Management. Eisenzimmer holds a Series 63 license, which qualifies them as a securities representative, and is approved to operate in Ohio. Fountain Square Asset Management is an advisory business that has its headquarters in Cincinnati, OH. The firm has offices in three locations and just five people on staff. It controls $121 million in assets under management across its 414 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves one charities and foundations. Of its 414 accounts, 35% belong to high-net-worth individuals who have greater than $1 million in assets. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on which services are provided. However, fees charged by Fountain Square Asset Management typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

4520 Cooper Road Suite 201
Cincinnati, OH 45242

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Fountain Square Asset Management Brokerage Details

Total Assets Under Management

$121,337,098

OH Average: $2,106,341,625
Total Number of Employees

5

OH Average: 34
Total Number of Accounts

414

OH Average: 1,972
Average Account Size

$293,085

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Thomas Eisenzimmer Work History

Thomas has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

(Dba) Fountain Square Asset Management

1997 - Present (27 years)

Concourse Financial Group Securities Inc Fka Proequities, Inc

1991 - Present (33 years)

(Dba) Eisenzimmer Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Thomas Eisenzimmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fountain Square Asset Management

Michael Livingston
Cincinnati, OH
Angelo Mancini
Cincinnati, OH
Thomas Eisenzimmer
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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