FIRST OHIO PLANNING, LLC

FIRST OHIO PLANNING, LLC of COLUMBUS, OH is an SEC-registered investment adviser (CRD 144498). Regulatory assets under management: $255.9M.

Registration

• CRD: 144498
• SEC file number: 801-77963
• Type: Registered investment adviser
• Location: 1429 KING AVENUE, COLUMBUS, OH, 43212
• Phone: 614-486-0691
• Latest filing: 2020-06-23
• Regulatory AUM: $255.9M
• Discretionary AUM: $255.9M
• Clients: 6
• Accounts: 653

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 144498 on SEC IAPD (source of record)
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