Financial Planners of Cleveland is an investment advisor in Mayfield Heights with $759.03 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
291808283
SEC advisor number
801-67059
FINRA CRD number
120086
AUM ?
$759.03 mm
(as of 25 Jun 22)
Accounts
1,873
(as of 25 Jun 22)
Employees
22
(22 investment advisory or research)
Office hours
Monday - Friday, 9:00 A.M.-5:00 P.M.
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Myeroff, Kevin, Howard | President/ceo | 05/1989 | > 75% |
| Russell, Kelly, Jean | Chief Compliance Officer/vice President | 01/2005 | < 5% |
Latest filings (excl ownership)
No filings