PDS Planning is an investment advisor in Dublin with $1.13 bn assets under management.
Company profile
Website
Employees
Location
Fiscal year end
SEC CIK
IRS number
311255560
SEC advisor number
801-33041
FINRA CRD number
106895
AUM ?
$1.39 bn
(as of 28 Mar 24)
Accounts
3,082
(as of 28 Mar 24)
Employees
16
(11 investment advisory or research)
Address
PDS Planning
2200 W FIFTH AVE, SUITE 200
COLUMBUS
OH 43215
2200 W FIFTH AVE, SUITE 200
COLUMBUS
OH 43215
Phone
6144818449
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22