PDS Planning Inc

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Assets, Funds, Holdings

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CAFR Data
PDS Planning Inc
CRD #106895
SEC #801-33041
CIK #838618
AUM $572.2 MM (88% Disc, 100% US)
Employees13 (85% Investors, 0% Brokers)
Phone614-481-8449
Address2200 West Fifth Avenue
Columbus, OH 43215
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
57546034523011502000200620132020
Sector Holding Cap ($MM) Value ($MM)
VEA13.0
ABBV115,170.07.5
VIG7.4
ABT136,670.07.2
KO197,430.05.5
IWN5.0
IJH4.6
VWO4.4
IGSB4.0
UPS93,620.03.4
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
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Strategic Wealth Group Registered Investment Advisor LLC
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Lombard Odier Darier Hentsch Asia Limited
0.6
Sequent Asset Management LLC
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Provenio Capital Management Inc
CA 0.6
Riverwater Partners LLC
WI 0.6
Auxano Advisors LLC
WA 0.6
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