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Home > Retirement Planners > ohio > columbus > STRATEGIC PLANNING, INC.
STRATEGIC PLANNING, INC.
7730 Olentangy River Road
Columbus, Ohio 43235
Tel: 614-802-0170
About STRATEGIC PLANNING, INC.
STRATEGIC PLANNING, INC, formally registered with the SEC as STRATEGIC PLANNING, INC. The firm was established in 03/28/2017. They have over 1 offices throughout the country.
STRATEGIC PLANNING, INC. is a Columbus, Ohio based Financial Planning firm with nearly $324,920,000 assets under management, offering retirement planning & investment advisory services to 1051 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 139648 |
| SEC# | 801-110105 |
| Assets Managed by Firm | $324,920,000 |
| No. of Clients | 1051 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1051 | $324,920,000 |
| Individuals (other than high net worth individuals) | 445 | $279,392,504 |
| High net worth individuals | 107 | $45,527,496 |
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