National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > ohio > dublin

PDS PLANNING INC

Tel: 614-481-8449
475 Metro Place S.
Suite 460
Dublin, Ohio  43017

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

PDS PLANNING INC

PDS PLANNING INC is a Dublin, Ohio based financial advisory firm with nearly $1,390,058,390 in assets under management and provides investment advisory services for 3082 clients. There are currently 16 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

106895

SEC#:

801-33041

No. of Clients:

3082

Assets under Management

$1,390,058,390

No. of Advisors:

16

More Financial Advisory Firms in Dublin,

Financial Advisory FirmFirm CRD#No. of Advisors

More Firms in Dublin, >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.