WALLER FINANCIAL PLANNING GROUP INC
CRD #105814 SEC #801-26160 COLUMBUS, OH 614-457-7026
SEC Registered
Total AUM
$234.2M
Discretionary
$234.2M
Employees
--
Clients
251
Accounts
298
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2011 | $234.2M | $234.2M | $0 | -- | -- |
| Mar 2011 | $234.2M | $234.2M | $0 | -- | -- |
| Jan 2011 | $215.1M | $215.1M | $0 | -- | -- |
| Mar 2010 | $215.1M | $215.1M | $0 | -- | -- |
| Mar 2007 | $200.8M | $395.3K | $200.4M | -- | -- |
| Mar 2006 | $172.6M | $199.8K | $172.4M | -- | -- |
| Feb 2006 | $142M | $0 | $142M | -- | -- |
| Mar 2002 | $232.5M | $0 | $232.5M | -- | -- |
DateAug 2011
Total AUM$234.2M
Discretionary$234.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$234.2M
Discretionary$234.2M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$215.1M
Discretionary$215.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$215.1M
Discretionary$215.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$200.8M
Discretionary$395.3K
Non-Disc.$200.4M
Employees--
Clients--
DateMar 2006
Total AUM$172.6M
Discretionary$199.8K
Non-Disc.$172.4M
Employees--
Clients--
DateFeb 2006
Total AUM$142M
Discretionary$0
Non-Disc.$142M
Employees--
Clients--
DateMar 2002
Total AUM$232.5M
Discretionary$0
Non-Disc.$232.5M
Employees--
Clients--