First Ohio Planning LLC

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CAFR Data
First Ohio Planning LLC
CRD #144498
SEC #801-77963
CIK #
AUM $221.5 MM (100% Disc, 100% US, 2020-02-20)
Employees6 (50% Investors, 0% Brokers)
Phone614-486-0691
Address1429 King Avenue
Columbus, OH 43212
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3452762071386902010201320172021
Comparable Firms State AUM ($BB)
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CA 0.2
Mench Financial Inc
OH 0.2
SL Advisors LLC
NJ 0.2
Paradigm Wealth Management LLC
OH 0.2
Global Wealth Management Investment Advisory Inc
FL 0.2
One Degree Advisors Inc
CA 0.2
Nova Financial LLC
AZ 0.2
R Applegate & Associates LLC
PA 0.2
Widmann Financial Services Inc
MD 0.2
Strategic Planning Group LLC
UT 0.2
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