FINANCIAL MANAGEMENT GROUP INC
CRD #106068 SEC #801-44691 CINCINNATI, OH 513-984-6696
SEC Registered
Total AUM
$189.2M
Discretionary
$132.1M
Employees
1
Clients
1
Accounts
948
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2015 | $355.2M | $292.4M | $62.8M | 11 | 300 |
| Mar 2015 | $355.2M | $292.4M | $62.8M | 11 | 300 |
| Mar 2014 | $312.5M | $248.1M | $64.4M | 9 | 300 |
| Oct 2013 | $251.3M | $189.6M | $61.7M | 11 | 300 |
| Aug 2013 | $251.3M | $189.6M | $61.7M | 11 | 300 |
| Mar 2013 | $251.3M | $189.6M | $61.7M | 11 | 300 |
| Feb 2013 | $189.2M | $132.1M | $57.1M | 7 | 200 |
| Jun 2012 | $189.2M | $132.1M | $57.1M | 1 | 200 |
| May 2012 | $189.2M | $132.1M | $57.1M | 1 | 200 |
| Apr 2012 | $189.2M | $132.1M | $57.1M | 1 | 200 |
| Mar 2012 | $189.2M | $132.1M | $57.1M | 1 | 200 |
| Mar 2011 | $190.6M | $119.7M | $71M | 5 | -- |
| Dec 2010 | $157.9M | $53.2M | $104.7M | 10 | -- |
| Sep 2010 | $157.9M | $53.2M | $104.7M | 10 | -- |
| Mar 2007 | $142.3M | $0 | $142.3M | 10 | -- |
| Mar 2006 | $112.4M | $0 | $112.4M | 10 | -- |
| Jan 2005 | $82.5M | $0 | $82.5M | 10 | -- |
| Jan 2004 | $62.7M | $0 | $62.7M | 10 | -- |
| Apr 2002 | $36.3M | $36.3M | $0 | 5 | -- |
DateApr 2015
Total AUM$355.2M
Discretionary$292.4M
Non-Disc.$62.8M
Employees11
Clients300
DateMar 2015
Total AUM$355.2M
Discretionary$292.4M
Non-Disc.$62.8M
Employees11
Clients300
DateMar 2014
Total AUM$312.5M
Discretionary$248.1M
Non-Disc.$64.4M
Employees9
Clients300
DateOct 2013
Total AUM$251.3M
Discretionary$189.6M
Non-Disc.$61.7M
Employees11
Clients300
DateAug 2013
Total AUM$251.3M
Discretionary$189.6M
Non-Disc.$61.7M
Employees11
Clients300
DateMar 2013
Total AUM$251.3M
Discretionary$189.6M
Non-Disc.$61.7M
Employees11
Clients300
DateFeb 2013
Total AUM$189.2M
Discretionary$132.1M
Non-Disc.$57.1M
Employees7
Clients200
DateJun 2012
Total AUM$189.2M
Discretionary$132.1M
Non-Disc.$57.1M
Employees1
Clients200
DateMay 2012
Total AUM$189.2M
Discretionary$132.1M
Non-Disc.$57.1M
Employees1
Clients200
DateApr 2012
Total AUM$189.2M
Discretionary$132.1M
Non-Disc.$57.1M
Employees1
Clients200
DateMar 2012
Total AUM$189.2M
Discretionary$132.1M
Non-Disc.$57.1M
Employees1
Clients200
DateMar 2011
Total AUM$190.6M
Discretionary$119.7M
Non-Disc.$71M
Employees5
Clients--
DateDec 2010
Total AUM$157.9M
Discretionary$53.2M
Non-Disc.$104.7M
Employees10
Clients--
DateSep 2010
Total AUM$157.9M
Discretionary$53.2M
Non-Disc.$104.7M
Employees10
Clients--
DateMar 2007
Total AUM$142.3M
Discretionary$0
Non-Disc.$142.3M
Employees10
Clients--
DateMar 2006
Total AUM$112.4M
Discretionary$0
Non-Disc.$112.4M
Employees10
Clients--
DateJan 2005
Total AUM$82.5M
Discretionary$0
Non-Disc.$82.5M
Employees10
Clients--
DateJan 2004
Total AUM$62.7M
Discretionary$0
Non-Disc.$62.7M
Employees10
Clients--
DateApr 2002
Total AUM$36.3M
Discretionary$36.3M
Non-Disc.$0
Employees5
Clients--