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YOUR FINANCIAL PHARMACIST
118 E Main St.
New Albany, Ohio 43054
Tel: 614-618-5901
About YOUR FINANCIAL PHARMACIST
YOUR FINANCIAL PHARMACIST, formally registered with the SEC as YOUR FINANCIAL PHARMACIST. The firm was established in 03/13/2020. They have over 1 offices throughout the country.
YOUR FINANCIAL PHARMACIST is a New Albany, Ohio based Financial Planning firm with nearly $35,449,672 assets under management, offering retirement planning & investment advisory services to 681 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282918 |
| SEC# | 801-118236 |
| Assets Managed by Firm | $35,449,672 |
| No. of Clients | 681 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 681 | $35,449,672 |
| Individuals (other than high net worth individuals) | 143 | $34,885,745 |
| Pension and profit sharing plans | 2 | $563,927 |
More Retirement Planning firms in New Albany, Ohio:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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