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STRATEGIC PLANNING, INC.
CRD 139648 · SEC 801-110105
7730 OLENTANGY RIVER ROAD, COLUMBUS, OH, 43235, United States
Phone
614-802-0170
Fax
614-802-0171
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$376.6M
Discretionary AUM
$376.6M
Team
4 total employees; 1 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 465 | $136.5M |
| High net worth individuals | 352 | $240.1M |
States served
OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD