| Name | Title | Ownership | Since |
|---|---|---|---|
| James Andrew Rogers Control | Assistant Secretary-Treasurer | 10-25% | 2022 |
| Jamie Paul Menges Control | Vice-President | 25-50% | 2017 |
| Kurt M Brown Control | Secretary-Treasurer, Chief Compliance Officer, Chief Investment Officer | 10-25% | 2017 |
Pds Planning Inc reports $1.8 billion in regulatory assets under management on its Form ADV.
Pds Planning Inc reports 17 employees.
Pds Planning Inc is based in Dublin, OH and has been SEC-registered since 1988.
Pds Planning Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 475 Metro Place S., Suite 460, Dublin, OH 43017 |
| Phone | 614-481-8449 |
| Fax | 855-805-3508 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 838618 |
| Discloses disciplinary history | No |
| Discretionary | $1.74B |
| Non-discretionary | $57.2M |
| Total (RAUM) | $1.79B |