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Building 2WALLER FINANCIAL PLANNING GROUP, INC.

Map pinCOLUMBUS, OH
Phone614-457-7026
NotebookSEC #801-72938
Total AUM
$747.8M
Employees
11
Clients
571

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 5:00 P.M.
Monday - Friday
Phone
614-457-7026
Other Offices
1

ReceiptFinancials

Total AUM
$747.8M
Accounts
2,081
Discretionary
$678.7M
Accounts
1,923
Non-Discretionary
$69M
Accounts
158

ContactClients

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Individual Clients
327
AUM
$171.8M
HNW Individual Clients
243
AUM
$573.3M
Charitable Organization Clients
1
AUM
$2.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMINCOHSCTX

HandshakeAffiliates

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

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