PDS PLANNING INC

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

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 Status	Approved
Firm CRD#	106895
SEC#	801-33041
Assets Managed by Firm	$1,390,058,390
No. of Clients	3082
No. of Advisors	16

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 Clients	AUM
Firm Total	3082	$1,390,058,390
Individuals (other than high net worth individuals)	248	$125,272,380
High net worth individuals	345	$1,195,834,360
Pension and profit sharing plans	Fewer than 5 clients	$12,371,900
Charitable organizations	6	$56,439,404
Corporations or other businesses	Fewer than 5 clients	$140,346

More Retirement Planning firms in Dublin, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

Explore More Retirement Advisors in Dublin, Ohio

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.