STRATEGIC PLANNING, INC.

Tel: 614-802-0170

7730 Olentangy River Road
Columbus, Ohio 43235

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STRATEGIC PLANNING, INC.

STRATEGIC PLANNING, INC. is a Columbus, Ohio based financial advisory firm with nearly $324,920,000 in assets under management and provides investment advisory services for 1051 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

139648

SEC#:

801-110105

No. of Clients:

1051

Assets under Management

$324,920,000

No. of Advisors:

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STRATEGIC PLANNING, INC.

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STRATEGIC PLANNING, INC.

General Information

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