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SCHMERGE EXECUTIVE PLANNING SERVICES, INC.
CRD 120059
700 W. PETE ROSE WAY, SUITE 5D, CINCINNATI, OH, 45203, United States
Phone
513-241-2110
Fax
513-241-2116
Registration
— (—)
Source
State registered
Total AUM
$53.4M
Discretionary AUM
$52.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingACTIVE INVESTMENT MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $17.1M |
| High net worth individuals | 14 | $24.4M |
| Pension/profit sharing plans | 1 | $11.9M |
All web addresses on file
Official SEC filing: View on IAPD