Pds Planning Inc, OH — Investment Adviser | BuildTrust

Active

PDS PLANNING INC

Investment AdviceDUBLIN, OH

Assets Under Management

$1.8B

Total AUM

Donut chart: Discretionary 1.7B, Non-Discretionary 57.2M
Category	Value
Discretionary	1.7B
Non-Discretionary	57.2M

Adviser Information

Field	Value
CRD Number	106895
SEC Number	801-33041
Street Address	475 METRO PLACE S.
Street Address 2	SUITE 460
Location	DUBLIN, OH 43017
Country	United States
Phone	614-481-8449
Fax	855-805-3508
Total Employees	17

Client Count by Type (607 Total)

Horizontal bar chart: High Net Worth Individual… 383, Individuals (other than H… 217, Charitable Organizations 7
Category	Value
High Net Worth Individual…	383
Individuals (other than H…	217
Charitable Organizations	7