First OHIO Planning LLC


Assets, Funds, Holdings

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First OHIO Planning LLC
CRD #144498
SEC #801-77963
AUM $221.5 MM (100% Disc, 100% US)
Employees6 (50% Investors, 0% Brokers)
Address1429 King Avenue
Columbus, OH 43212
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
MTM Financial Group LLC
PA 0.2
Conover Capital Management LLC
WA 0.2
Nesteggs Retirement Plan Services Inc
FL 0.2
Greenbush Financial Group LLC
NY 0.2
Clark Financial Services Group Inc
MO 0.2
La Burton & Associates Inc
IL 0.2
R Applegate & Associates LLC
PA 0.2
Ruggie Capital Group LLC
FL 0.2
Slocum Gordon & Co LLP
RI 0.2
Benjamin F Edwards Wealth Management LLC
MO 0.2
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