Thomas
Eisenzimmer
Fountain Square Asset Management
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Fountain Square Asset Management Brokerage Details
$121,337,098
5
414
$293,085
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.*
(Dba) Fountain Square Asset Management
Concourse Financial Group Securities Inc Fka Proequities, Inc
(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
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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