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Building 2PIERCE FINANCIAL PLANNING, INC.

Map pinMANSFIELD, OH
Phone419-525-2525
NotebookSEC #801-69122
Total AUM
$34.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33 PARK AVENUE, WEST
MANSFIELD
OH 44902
United States
Operating Hours
9 AM - 4 PM
Monday - Friday
Phone
419-525-2525

ReceiptFinancials

Total AUM
$34.6M
Accounts
208
Discretionary
$19.7M
Accounts
92
Non-Discretionary
$14.9M
Accounts
116

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 Other FeeCharges Percentage AUM
Other Compensation
3RD PARTY ADVISER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
OHTX

HandshakeAffiliates

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

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