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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Eichner Investment Planning LLC
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| CRD # | 128215 |
| SEC # | 801-113004 |
| CIK # | |
| AUM | $651.8 M (2025-03-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 513-290-9170 |
| Address | 4030 Smith Road Cincinnati, OH 45209 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 23 | 525.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 126.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 316 | 651.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 316 | 651.8 |
| Total | 316 | 651.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 651.8 | |
| Total | 316 | 651.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stevens Foster Financial Services Inc
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|
MN | 0.7 |
|
Invex Advisors LLC
✚
|
FL | 0.7 |
|
Kaydan Wealth Management Inc
✚
|
MI | 0.7 |
|
Pacific Capital Wealth Advisors Inc
✚
|
CA | 0.7 |
|
One8Zero8 LLC
✚
|
NC | 0.7 |
|
Peak Planning Group LLC
✚
|
CO | 0.7 |
|
Blue Fin Capital Inc
✚
|
RI | 0.7 |
|
Moller Wealth Partners Inc
✚
|
IL | 0.7 |
|
Searle & Co
✚
|
CT | 0.6 |
|
Navpoint Financial Inc
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|
MN | 0.6 |