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PDS PLANNING INC

475 Metro Place S.
Suite 460
Dublin, Ohio 43017
Tel: 614-481-8449

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About PDS PLANNING INC

PDS PLANNING INC, formally registered with the SEC as PDS PLANNING INC. The firm was established in 10/13/1988. They have over 1 offices throughout the country.

PDS PLANNING INC is a Dublin, Ohio based Financial Planning firm with nearly $1,390,058,390 assets under management, offering retirement planning & investment advisory services to 3082 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106895
SEC#801-33041
Assets Managed by Firm$1,390,058,390
No. of Clients3082
No. of Advisors16

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total3082$1,390,058,390
Individuals (other than high net worth individuals)248$125,272,380
High net worth individuals345$1,195,834,360
Pension and profit sharing plansFewer than 5 clients$12,371,900
Charitable organizations6$56,439,404
Corporations or other businessesFewer than 5 clients$140,346

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MEEDER PUBLIC FUNDS, INC.
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DIAMOND HILL CAPITAL MANAGEMENT INC
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TOUCHSTONE ADVISORS INC
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