Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
311143130
SEC advisor number
801-72938
FINRA CRD number
159564
AUM ?
$578.73 mm
(as of 4 Mar 24)
Accounts
1,982
(as of 4 Mar 24)
Employees
11
(11 investment advisory or research)
Address
Waller Financial Planning
941 CHATHAM LANE
SUITE 212
COLUMBUS
OH 43221
941 CHATHAM LANE
SUITE 212
COLUMBUS
OH 43221
Phone
(614) 457-7026
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Jul 24
13F-HR
Quarterly holdings report by institutional manager
2 Apr 24
13F-HR
Quarterly holdings report by institutional manager
3 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
5 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
5 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22