PDS PLANNING INC
SEC Form ADV profile.
Total regulatory AUM
$2,167,293,722
Discretionary
$2,118,510,401
Non-discretionary
$48,783,321
Firm details
- CRD number
- 106895
- SEC file number
- 801-33041
- Main office
- DUBLIN, OH, United States
- Employees
- 19
- SEC status
- Approved
- Website
- HTTPS://WWW.PDSPLANNING.COM/
- Fee structure
-
Fixed fees
As of October 2026.