PIERCE FINANCIAL PLANNING, INC.

PIERCE FINANCIAL PLANNING, INC. of MANSFIELD, OH is an SEC-registered investment adviser (CRD 119973). Regulatory assets under management: $34.6M.

Registration

• CRD: 119973
• SEC file number: 801-69122
• Type: Registered investment adviser
• Location: 33 PARK AVENUE, WEST, MANSFIELD, OH, 44902
• Phone: 419-525-2525
• Latest filing: 2011-03-30
• Regulatory AUM: $34.6M
• Discretionary AUM: $19.7M
• Non-discretionary AUM: $14.9M
• Clients: 1
• Accounts: 208

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 119973 on SEC IAPD (source of record)
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