Overview
Assets Under Management: $236 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 52
Average Client Assets: $2.3 million
Frequently Asked Questions
FIRST OHIO PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144498), FIRST OHIO PLANNING, LLC is subject to fiduciary duty under federal law.
FIRST OHIO PLANNING, LLC is headquartered in COLUMBUS, OH.
FIRST OHIO PLANNING, LLC serves 52 high-net-worth clients according to their SEC filing dated September 20, 2018. View client details ↓
According to their SEC Form ADV, FIRST OHIO PLANNING, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
FIRST OHIO PLANNING, LLC manages $236 million in client assets according to their SEC filing dated September 20, 2018.
According to their SEC Form ADV, FIRST OHIO PLANNING, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.30%
Average Client Assets: $2.3 million
Total Client Accounts: 788
Discretionary Accounts: 788
Regulatory Filings
CRD Number: 144498
Filing ID: 1241769
Last Filing Date: 2018-09-20 16:13:00