PPrivate Fund Data Log in Join · $37/mo

Eichner Investment Planning, LLC

● SEC registered since 2018CRD 128215SEC# 801-113004Cincinnati, OH
Export (members)
Reg. AUM
$651.8M
Employees
1
Accounts
316
Location
Cincinnati, OH

Eichner Investment Planning, LLC assets under management

Eichner Investment Planning, LLC is a registered investment adviser overseen by the SEC based in Cincinnati, OH. The firm has been registered since 2018. It reports $651.8 million in regulatory assets under management and employs 1 people.
www.eichplan.comView on SEC.gov ↗

Eichner Investment Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Alan Marshall Eichner ControlManaging Member, Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does Eichner Investment Planning, LLC manage?

Eichner Investment Planning, LLC reports $651.8 million in regulatory assets under management on its Form ADV.

How many employees does Eichner Investment Planning, LLC have?

Eichner Investment Planning, LLC reports 1 employees.

Where is Eichner Investment Planning, LLC located?

Eichner Investment Planning, LLC is based in Cincinnati, OH and has been SEC-registered since 2018.

Does Eichner Investment Planning, LLC disclose fund performance?

Eichner Investment Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4030 Smith Road, Suite 200, Cincinnati, OH 45209
Phone513-290-9170
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$651.8M
Total (RAUM)$651.8M