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PDS PLANNING INC
CRD 106895 · SEC 801-33041
475 METRO PLACE S., SUITE 460, DUBLIN, OH, 43017, United States
Phone
614-481-8449
Fax
855-805-3508
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.17B
Discretionary AUM
$2.12B
Team
19 total employees; 12 advisory reps
Clients
251-500
Fees
Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 186 | $108.8M |
| High net worth individuals | 421 | $1.98B |
| Charitable organizations | 7 | $81.5M |
States served
AZ, CA, CO, IN, KY, MI, NE, NY, NC, OH, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD