ASSET PLANNING MANAGEMENT & RESEARCH INC
CRD #107007 SEC #801-23086 COLUMBUS, OH 614-457-8171
SEC Registered
Total AUM
$49.4M
Discretionary
$45.5M
Employees
5
Clients
251
Accounts
94
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 4, 2001
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALLOU, CHARLES, HERBERT | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jun 4, 2001 REGISTERED
Notice Filings (1)
OH
Address
4672 LARWELL DRIVECOLUMBUS, OH 43220
USA
Phone: 614-457-8171