Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > north andover > YOUR FINANCIAL PHARMACIST
YOUR FINANCIAL PHARMACIST
118 E Main St.
New Albany, Ohio 43054
Tel: 614-618-5901
About YOUR FINANCIAL PHARMACIST
YOUR FINANCIAL PHARMACIST, formally registered with the SEC as YOUR FINANCIAL PHARMACIST. The firm was established in 03/13/2020. They have over 1 offices throughout the country.
YOUR FINANCIAL PHARMACIST is a New Albany, Ohio based Financial Planning firm with nearly $35,449,672 assets under management, offering retirement planning & investment advisory services to 681 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282918 |
| SEC# | 801-118236 |
| Assets Managed by Firm | $35,449,672 |
| No. of Clients | 681 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 681 | $35,449,672 |
| Individuals (other than high net worth individuals) | 143 | $34,885,745 |
| Pension and profit sharing plans | 2 | $563,927 |
More Retirement Planning firms in New Albany, Ohio:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
Explore More Retirement Advisors in New Albany, Ohio