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Julie Trondle Thomas

FEG CURIO INVESTMENT PARTNERS, LLC·CINCINNATI, Ohio
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201 EAST FIFTH ST., SUITE 1600, CINCINNATI, OH 45202CRD# 5835243Firm CRD# 323497
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About

Julie Trondle Thomas is a registered financial advisor based in CINCINNATI, Ohio, affiliated with FEG CURIO INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FEG CURIO INVESTMENT PARTNERS, LLC
FEG CURIO INVESTMENT PARTNERS, LLC
AUM
$14M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at FEG CURIO INVESTMENT PARTNERS, LLC →
Services
Pension consulting
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5835243
Firm CRD# 323497
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julie Trondle Thomas offer?
Julie Trondle Thomas specializes in Retirement Planning. Contact their office in CINCINNATI, Ohio for a consultation.
What are Julie Trondle Thomas's credentials?
Julie Trondle Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Trondle Thomas located?
Julie Trondle Thomas is based in CINCINNATI, Ohio, working with FEG CURIO INVESTMENT PARTNERS, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Julie Trondle Thomas charge for services?
Julie Trondle Thomas's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FEG CURIO INVESTMENT PARTNERS, LLC?
FEG CURIO INVESTMENT PARTNERS, LLC has approximately 13 employees and manages $14M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Vivienne Karin Schleu — NATIONAL WEALTH MANAGEMENT GROUP, LLCMartin Wayne Friedman — SC GP III(B), LLCTodd Allen Gardner — SC GP III, LLCJennifer Jo Kielczewski — MARIEMONT CAPITAL LLCGary Edward Mathews — NATIONAL WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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