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Building 2WALLER FINANCIAL PLANNING GROUP INC

Map pinCOLUMBUS, OH
Phone614-457-7026
NotebookSEC #801-26160
Total AUM
$234.2M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
941 CHATHAM LANE
SUITE 212
COLUMBUS
OH 43221
United States
Operating Hours
9:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
614-457-7026

ReceiptFinancials

Total AUM
$234.2M
Accounts
298
Discretionary
$234.2M
Accounts
298
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAOHTX

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

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