PDS PLANNING INC of DUBLIN, OH is an SEC-registered investment adviser (CRD 106895). Regulatory assets under management: $2.2B.
Compensation: Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Rita M Itsell | PRESIDENT; VICE-PRESIDENT | — |
| Jamie Paul Menges | PRESIDENT; VICE-PRESIDENT | — |
| Kurt M Brown | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | — |
| James Andrew Rogers | ASSISTANT SECRETARY-TREASURER | — |
| COCHRAN ROBERT ALAN | VICE-PRESIDENT; VICE-PRESIDENT & CHIEF COMPLIANCE OFFICER; VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | — |
| HAMILTON ROBERT DALE | OWNER; PARTNER; PRESIDENT | — |
| DLUSKY THOMAS PAUL | SECRETARY-TREASURER | — |
| BROWN HUGH M | PARTNER; SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | — |
| ITSELL RITA M | PRESIDENT; SECRETARY-TREASURER | — |
| GILBERT JEFFREY CRAIG | PARTNER | — |
| MENGES JAMIE PAUL | SECRETARY-TREASURER; VICE-PRESIDENT | — |
| ROGERS JAMES ANDREW | ASSISTANT SECRETARY-TREASURER | — |