FIRST OHIO PLANNING, LLC
CRD #144498 SEC #801-77963 COLUMBUS, OH 614-486-0691
SEC Registered
Total AUM
$255.9M
Discretionary
$255.9M
Employees
6
Clients
11
Accounts
653
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $255.9M | $255.9M | $0 | 6 | 0 |
| Apr 2020 | $255.9M | $255.9M | $0 | 6 | 0 |
| Feb 2020 | $221.5M | $221.5M | $0 | 6 | 0 |
| Feb 2020 | $221.5M | $221.5M | $0 | 6 | 0 |
| Jan 2020 | $221.5M | $221.5M | $0 | 6 | 0 |
| Mar 2019 | $221.5M | $221.5M | $0 | 6 | 0 |
| Sep 2018 | $236.5M | $236.5M | $0 | 6 | 0 |
| Aug 2018 | $236.5M | $236.5M | $0 | 7 | 0 |
| Jul 2018 | $236.5M | $236.5M | $0 | 7 | 0 |
| Jun 2018 | $340.8M | $237.2M | $103.5M | 7 | 0 |
| Mar 2018 | $340.8M | $237.2M | $103.5M | 7 | 0 |
| Mar 2017 | $290.7M | $176M | $114.6M | 7 | 300 |
| Oct 2016 | $253.3M | $170.2M | $83.2M | 6 | 300 |
| Mar 2016 | $253.3M | $170.2M | $83.2M | 6 | 300 |
| Nov 2015 | $173.2M | $173.2M | $0 | 5 | 322 |
| Mar 2015 | $173.2M | $173.2M | $0 | 5 | 322 |
| Mar 2014 | $151.7M | $151.7M | $0 | 5 | 300 |
| Apr 2013 | $133.5M | $133.5M | $0 | 6 | 200 |
DateJun 2020
Total AUM$255.9M
Discretionary$255.9M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$255.9M
Discretionary$255.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$221.5M
Discretionary$221.5M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$221.5M
Discretionary$221.5M
Non-Disc.$0
Employees6
Clients0
DateJan 2020
Total AUM$221.5M
Discretionary$221.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$221.5M
Discretionary$221.5M
Non-Disc.$0
Employees6
Clients0
DateSep 2018
Total AUM$236.5M
Discretionary$236.5M
Non-Disc.$0
Employees6
Clients0
DateAug 2018
Total AUM$236.5M
Discretionary$236.5M
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$236.5M
Discretionary$236.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2018
Total AUM$340.8M
Discretionary$237.2M
Non-Disc.$103.5M
Employees7
Clients0
DateMar 2018
Total AUM$340.8M
Discretionary$237.2M
Non-Disc.$103.5M
Employees7
Clients0
DateMar 2017
Total AUM$290.7M
Discretionary$176M
Non-Disc.$114.6M
Employees7
Clients300
DateOct 2016
Total AUM$253.3M
Discretionary$170.2M
Non-Disc.$83.2M
Employees6
Clients300
DateMar 2016
Total AUM$253.3M
Discretionary$170.2M
Non-Disc.$83.2M
Employees6
Clients300
DateNov 2015
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees5
Clients322
DateMar 2015
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees5
Clients322
DateMar 2014
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees5
Clients300
DateApr 2013
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees6
Clients200