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PROFESSIONALS' PLANNING ASSOCIATES
CLEVELAND, OH
216-781-8530
SEC #801-46370Total AUM
$24M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1422 EUCLID AVENUE
SUITE 731
CLEVELAND
OH 44115
USA
SUITE 731
CLEVELAND
OH 44115
USA
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
216-781-8530
Financials
Total AUM
$24M
Accounts
808Discretionary
$0
Accounts
0Non-Discretionary
$24M
Accounts
808
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
OH
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.