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Asset Planning Management & Research Inc (Columbus)


Asset Planning Management & Research Inc is a large advisory firm based in Columbus. It manages $49.38 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.




Asset Planning Management & Research provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Asset Planning Management & Research: assets under management

The assets under management (AUM) of Asset Planning Management & Research Inc is $49.38 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45.51 million in discretionary accounts and $3.87 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $523.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $552.66 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Asset Planning Management & Research Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Columbus

The principal office where Asset Planning Management & Research Inc performs its advisory services is located at 4672 Larwell Drive, Columbus, OH 43220, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-457-8171 or by fax 614-451-0513. The normal business hours are 8:00am to 5:00pm on Monday - Friday.


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