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Financial Advisor
Ohio
Dublin
PDS PLANNING INC

PDS PLANNING INC

Tel: 614-481-8449 475 Metro Place S. Suite 460 Dublin, Ohio 43017

About PDS PLANNING INC

PDS PLANNING INC is a Dublin, Ohio based financial advisory firm with nearly $1,390,058,390 in assets under management and provides investment advisory services for 3082 clients. There are currently 16 financial advisors at the firm.

General Information
Firm CRD#:

106895

Firm SEC#:

801-33041

Assets Under Management:

$1,390,058,390

No. of Clients:

3082

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

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