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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 $3,582,880,777 assets under management, offering retirement planning & investment advisory services to 2056 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123475 |
| SEC# | 801-67369 |
| Assets Managed by Firm | $3,582,880,777 |
| No. of Clients | 2056 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
- Other (MUTUAL FUND REIMBURSEMENTS (SUB TA FEE))
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2056 | $3,582,880,777 |
| Individuals (other than high net worth individuals) | 728 | $192,790,902 |
| High net worth individuals | 178 | $558,901,955 |
| Pension and profit sharing plans | 282 | $2,822,967,946 |
| Corporations or other businesses | 8 | $8,219,974 |
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