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ARD ADVISORY SERVICES, LLC
CRD 318653
7263 SAWMILL RD., STE 150, DUBLIN, OH, 43016, United States
Phone
614-602-6506
Fax
614-259-6094
Registration
— (—)
Source
State registered
Total AUM
$60.0M
Discretionary AUM
$60.0M
Team
3 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $27.7M |
| High net worth individuals | 17 | $32.3M |
All web addresses on file
Official SEC filing: View on IAPD