Schieber Financial Group (Blue Ash)

Name: Schieber Financial Group
Address: 9402 Towne Square Ave., Blue Ash, OH, 45242
Telephone: 513-985-0100

Schieber Financial Group is a large advisory firm based in Blue Ash. It manages $79.9 million of regulatory assets for 1,045 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Indiana, Kentucky, Missouri, and Ohio.

Schieber Financial Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Schieber Financial Group: assets under management

The assets under management (AUM) of Schieber Financial Group is $79.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 128% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $79.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.46 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Schieber Financial Group for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Schieber Financial Group

Thomas Matthew Schieber has been acting as President since 1 Jan 2004. Shawn David Keller joined the executive team most recently as the Chief Compliance Officer And Managing Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Matthew Schieber	President	1 Jan 2004	75% - 100%	2205298
Paul Gregory Odioso	Managing partner/chief compliance officer	1 Jun 2005	Other	1071087
Jason Patrick Ainsworth	Managing partner chief compliance officer	1 Jul 2006	Other	2816096
Shawn David Keller	Chief compliance officer and managing partner	1 Oct 2007	Other	2286581

Based in Blue Ash

The principal office where Schieber Financial Group performs its advisory services is located at 9402 Towne Square Ave., Blue Ash, OH 45242, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-985-0100 or by fax 513-985-0013. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.mutualfundstore.com.