FEG Investment Services LLC

FEG Investment Services LLC is a legally registered and approved investment firm that operates as a Limited Liability Company in Delaware, USA. It has a team of 15 employees, with 8 working as advisors, but the number of clients they serve is unknown. The firm's registration with the SEC was approved on Nov 18, 2016.

• FUND EVALUATION GROUP, LLC

  MEMBER owns 75% or more

• JULIE TRONDLE THOMAS

  CHIEF COMPLIANCE OFFICER owns less than 5%

• MARY THAYER BASCOM

  CHIEF FINANCIAL OFFICER & TREASURER owns less than 5%

• PAUL SCOTT KEATING

  CHIEF OPERATING OFFICER owns less than 5%

• ROBERT DANIEL JENNINGS

  PRESIDENT owns less than 5%

• ARGENT TRUST COMPANY

  ARGENT IS THE TRUSTEE OF FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST, WHICH OWNS 100% OF FUND EVALUATION GROUP 2017,INC owns 75% or more

• FUND EVALUATION GROUP 2017, INC.

  HOLDING COMPANY FOR FUND EVALUATION GROUP, LLC. owns 75% or more

• STATE STREET BANK
  United States

• Brass TAX Wealth Management Inc
• Bohmer Kilcoyne Wealth Management LLC
• The O'Dell Group LLC
• TRINITY WEALTH MANAGEMENT LLC
• Truepoint Inc
• Waterstone Investment Counsel LLC
• Family Wealth Advisory Group LLC
• Coordinated Financial Planning Corp
• FSI Group LLC
• Madison Financial Advisors Ltd