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Building 2FIRST OHIO PLANNING, LLC

Map pinCOLUMBUS, OH
Phone614-486-0691
NotebookSEC #801-77963
Total AUM
$255.9M
Employees
6
Clients
350

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1429 KING AVENUE
COLUMBUS
OH 43212
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
614-486-0691

ReceiptFinancials

Total AUM
$255.9M
Accounts
653
Discretionary
$255.9M
Accounts
653
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
239
AUM
$42.3M
HNW Individual Clients
80
AUM
$167.9M
Pension/Profit Sharing Plan Clients
28
AUM
$44.1M
Corporation or Business Clients
3
AUM
$1.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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