PDS PLANNING INC

DUBLIN, Ohio·7 registered advisors·CRD# 106895
SEC# 801-330410614-481-8449
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PDS PLANNING INC

7 registered advisors
James Andrew Rogers
DUBLIN, Ohio
Jamie Paul Menges
DUBLIN, Ohio
Jeffrey Craig Gilbert
COLUMBUS, Ohio
Kurt M Brown
DUBLIN, Ohio
Rita M Itsell
DUBLIN, Ohio
Robert Alan Cochran
COLUMBUS, Ohio
Robert Dale Hamilton
COLUMBUS, Ohio
05

Office Locations

DUBLIN, Ohio
4 advisors
COLUMBUS, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. PDS PLANNING INC (CRD# 106895) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.