YOUR FINANCIAL PHARMACIST PLANNING, LLC

YOUR FINANCIAL PHARMACIST PLANNING
NEW ALBANY, Ohio·2 registered advisors·CRD# 282918
SEC# 801-1182360614-618-5901
01

Firm Overview

AUM
$28M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at YOUR FINANCIAL PHARMACIST PLANNING, LLC

2 registered advisors
Timothy J Baker
NEW ALBANY, Ohio
Timothy Robert Ulbrich
NEW ALBANY, Ohio
05

Office Locations

NEW ALBANY, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. YOUR FINANCIAL PHARMACIST PLANNING, LLC (CRD# 282918) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.