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Home > Retirement Planners > ohio > cincinnati > PCA INVESTMENT ADVISORY SERVICES, INC.
PCA INVESTMENT ADVISORY SERVICES, INC.
2133 Luray Avenue
Cincinnati, Ohio 45206
Tel: 513.281.3366
About PCA INVESTMENT ADVISORY SERVICES, INC.
PCA INVESTMENT ADVISORY SERVICES, INC, formally registered with the SEC as PCA INVESTMENT ADVISORY SERVICES, INC. The firm was established in 12/15/2006. They have over 2 offices throughout the country.
PCA INVESTMENT ADVISORY SERVICES, INC. is a Cincinnati, Ohio based Financial Planning firm with nearly $2,542,928,756 assets under management, offering retirement planning & investment advisory services to 1777 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 123475 |
| SEC# | 801-67369 |
| Assets Managed by Firm | $2,542,928,756 |
| No. of Clients | 1777 |
| No. of Advisors | 10 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commision Based
- Other(MUTUAL FUND REIMBURSEMENTS (SUB TA FEE))
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1777 | $2,542,928,756 |
| Individuals (other than high net worth individuals) | 683 | $154,602,505 |
| High net worth individuals | 117 | $266,008,278 |
| Pension and profit sharing plans | 236 | $2,118,691,716 |
| Corporations or other businesses | 5 | $3,626,257 |
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