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Building 2PDS PLANNING INC

Map pinDUBLIN, OH
Phone614-481-8449
NotebookSEC #801-33041
Total AUM
$2.2B
Employees
19
Clients
614

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
475 METRO PLACE S.
SUITE 460
DUBLIN
OH 43017
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
614-481-8449

ReceiptFinancials

Total AUM
$2.2B
Accounts
3,159
Discretionary
$2.1B
Accounts
3,009
Non-Discretionary
$48.8M
Accounts
150

ContactClients

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Individual Clients
186
AUM
$108.8M
HNW Individual Clients
421
AUM
$2B
Charitable Organization Clients
7
AUM
$81.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLINKYMINCNENYOHTXVA

HandshakeAffiliates

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

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