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Your Financial Pharmacist Planning, LLC

● SEC registered since 2020CRD 282918SEC# 801-118236New Albany, OH
Export (members)
Reg. AUM
$35.4M
Employees
8
Accounts
681
Location
New Albany, OH

Your Financial Pharmacist Planning, LLC assets under management

Your Financial Pharmacist Planning, LLC operates as an SEC-registered investment adviser based in New Albany, OH. The firm has been registered since 2020. It reports $35.4 million in regulatory assets under management and employs 8 people.
www.instagram.com/yourfinancialpharmacist/?hl=enView on SEC.gov ↗

Your Financial Pharmacist Planning, LLC owners & executives

3 reported
NameTitleOwnershipSince
Timothy Jason Baker ControlMember, Ceo, Cco50-75%2016
Timothy Robert Ulbrich ControlMember50-75%2019
Your Financial Pharmacist, LLC ControlYour Financial Pharmacist Planning, Llc Is A Wholly-Owned Subsidiary Of Your Financial Pharmacist, LlcOver 75%2019

Frequently asked questions

How much does Your Financial Pharmacist Planning, LLC manage?

Your Financial Pharmacist Planning, LLC reports $35.4 million in regulatory assets under management on its Form ADV.

How many employees does Your Financial Pharmacist Planning, LLC have?

Your Financial Pharmacist Planning, LLC reports 8 employees.

Where is Your Financial Pharmacist Planning, LLC located?

Your Financial Pharmacist Planning, LLC is based in New Albany, OH and has been SEC-registered since 2020.

Does Your Financial Pharmacist Planning, LLC disclose fund performance?

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

Contact & registration

Address118 E Main St., New Albany, OH 43054
Phone614-618-5901
Office hours9 a.m. - 6 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$35.4M
Non-discretionary$0
Total (RAUM)$35.4M