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Building 2ASSET PLANNING MANAGEMENT & RESEARCH INC

Map pinCOLUMBUS, OH
Phone614-457-8171
NotebookSEC #801-23086
Total AUM
$49.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4672 LARWELL DRIVE
COLUMBUS
OH 43220
USA
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
614-457-8171

ReceiptFinancials

Total AUM
$49.4M
Accounts
94
Discretionary
$45.5M
Accounts
87
Non-Discretionary
$3.9M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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