ASSET PLANNING MANAGEMENT & RESEARCH INC

ASSET PLANNING MANAGEMENT & RESEARCH INC of COLUMBUS, OH is an SEC-registered investment adviser (CRD 107007). Regulatory assets under management: $49.4M.

Registration

• CRD: 107007
• SEC file number: 801-23086
• Type: Registered investment adviser
• Location: 3100 TREMONT RD, STE 102, COLUMBUS, OH, 43221
• Phone: 614-457-8171
• Latest filing: 2001-06-04
• Regulatory AUM: $49.4M
• Discretionary AUM: $45.5M
• Non-discretionary AUM: $3.9M
• Clients: 1
• Accounts: 94

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 107007 on SEC IAPD (source of record)
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