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EICHNER INVESTMENT PLANNING, LLC

4030 Smith Road
Suite 200
Cincinnati, Ohio 45209
Tel: 513-290-9170

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About EICHNER INVESTMENT PLANNING, LLC

EICHNER INVESTMENT PLANNING, LLC, formally registered with the SEC as EICHNER INVESTMENT PLANNING, LLC. The firm was established in 04/27/2018. They have over 1 offices throughout the country.

EICHNER INVESTMENT PLANNING, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $536,627,071 assets under management, offering retirement planning & investment advisory services to 364 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#128215
SEC#801-113004
Assets Managed by Firm$536,627,071
No. of Clients364
No. of Advisors1

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total364$536,627,071
High net worth individuals27$418,785,328
Charitable organizations1$117,841,743

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