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EICHNER INVESTMENT PLANNING, LLC

CRD 128215 · SEC 801-113004

Visit website

4030 SMITH ROAD, SUITE 200, CINCINNATI, OH, 45209, United States

Phone

513-290-9170

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$692.1M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-12

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals25$565.0M
Charitable organizations1$127.0M

States served

OH, FL

All web addresses on file

Official SEC filing: View on IAPD