Overview
Assets Under Management: $192 million
Headquarters: WESTERVILLE, OH
High-Net-Worth Clients: 3
Average Client Assets: $39 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.62
Average High-Net-Worth Client Assets: $39 million
Total Client Accounts: 430
Discretionary Accounts: 430
Regulatory Filings
CRD Number: 299258
Filing ID: 1990157
Last Filing Date: 2025-06-05 11:46:00
Website: https://pfp.llc