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Building 2EICHNER INVESTMENT PLANNING, LLC

Map pinCINCINNATI, OH
Phone513-290-9170
NotebookSEC #801-113004
Total AUM
$692.1M
Employees
1
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4030 SMITH ROAD
SUITE 200
CINCINNATI
OH 45209
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
513-290-9170

ReceiptFinancials

Total AUM
$692.1M
Accounts
330
Discretionary
$0
Accounts
0
Non-Discretionary
$692.1M
Accounts
330

ContactClients

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HNW Individual Clients
25
AUM
$565M
Charitable Organization Clients
1
AUM
$127M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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