Pds Planning Inc is a large advisory firm based in Columbus. It manages $572.21 million of regulatory assets for 2,341 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Louisiana, and 6 other states.
Pds Planning provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pds Planning Inc is $572.21 million. The firm's AUM has grown by 15% since the beginning of its operation, and $736.19 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Pds Planning Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Rita M Itsell is high net worth individuals with 184 clients and $389.74 million of assets under management. Among the 10 most similar advisory firms, Pds Planning has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $543.49 million for 534 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Pds Planning doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 85 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Rita M Itsell has been acting as President since 1 Jan 2014. Jamie Paul Menges joined the executive team most recently as the Vice President.
The principal office where Pds Planning Inc performs its advisory services is located at 2200 West Fifth Avenue, Columbus, OH 43215 The mailing address of the firm is P.O. Box 163190, Columbus, OH 43216. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 614-481-8449 or by fax 855-805-3508. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at pdsplanning.com.