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PDS PLANNING INC

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

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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

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