FINANCIAL PLANNERS OF CLEVELAND, INC.

FINANCIAL PLANNERS OF CLEVELAND, INC. of MAYFIELD HEIGHTS, OH is an SEC-registered investment adviser (CRD 120086). Regulatory assets under management: $759.0M.

Registration

• CRD: 120086
• SEC file number: 801-67059
• Type: Registered investment adviser
• Location: 6095 PARKLAND BLVD., SUITE 210, MAYFIELD HEIGHTS, OH, 44124
• Phone: 440-473-1115
• Latest filing: 2022-06-25
• Regulatory AUM: $759.0M
• Discretionary AUM: $742.6M
• Non-discretionary AUM: $16.5M
• Clients: 22
• Accounts: 1,873

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
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• CRD 120086 on SEC IAPD (source of record)
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