YOUR FINANCIAL PHARMACIST PLANNING, LLC
Legal name: YOUR FINANCIAL PHARMACIST
CRD #282918 SEC #801-118236 NEW ALBANY, OH 614-618-5901
SEC Registered
Total AUM
$35.4M
Discretionary
$35.4M
Employees
8
Clients
251
Accounts
681
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $35.4M | $35.4M | $0 | 8 | 0 |
| Aug 2025 | $35.4M | $35.4M | $0 | 8 | 0 |
| Jun 2025 | $35.4M | $35.4M | $0 | 8 | 0 |
| Jun 2025 | $35.4M | $35.4M | $0 | 8 | 0 |
| Feb 2025 | $35.4M | $35.4M | $0 | 8 | 0 |
| Feb 2024 | $27.7M | $27.7M | $0 | 10 | 0 |
| Jan 2024 | $16.7M | $16.7M | $0 | 14 | 0 |
| Oct 2023 | $16.7M | $16.7M | $0 | 14 | 0 |
| May 2023 | $16.7M | $16.7M | $0 | 14 | 0 |
| Mar 2023 | $16.7M | $16.7M | $0 | 14 | 0 |
| Feb 2023 | $16.7M | $16.7M | $0 | 14 | 0 |
| May 2022 | $15.9M | $15.9M | $0 | 8 | 0 |
| Apr 2022 | $15.9M | $15.9M | $0 | 8 | 0 |
| Feb 2022 | $15.9M | $15.9M | $0 | 8 | 0 |
| Jan 2022 | $15.9M | $15.9M | $0 | 8 | 0 |
| Oct 2021 | $11.4M | $11.4M | $0 | 8 | 0 |
| Apr 2021 | $11.4M | $11.4M | $0 | 8 | 0 |
| Mar 2021 | $11.4M | $11.4M | $0 | 8 | 0 |
| Dec 2020 | $3.3M | $3.3M | $0 | 3 | 0 |
| Aug 2020 | $3.3M | $3.3M | $0 | 3 | 0 |
| Jun 2020 | $3.3M | $3.3M | $0 | 3 | 0 |
| Mar 2020 | $3.3M | $3.3M | $0 | 3 | 0 |
| Feb 2020 | $3.3M | $3.3M | $0 | 3 | 0 |
DateOct 2025
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees8
Clients0
DateAug 2025
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees8
Clients0
DateJun 2025
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees8
Clients0
DateJun 2025
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees8
Clients0
DateFeb 2025
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$27.7M
Discretionary$27.7M
Non-Disc.$0
Employees10
Clients0
DateJan 2024
Total AUM$16.7M
Discretionary$16.7M
Non-Disc.$0
Employees14
Clients0
DateOct 2023
Total AUM$16.7M
Discretionary$16.7M
Non-Disc.$0
Employees14
Clients0
DateMay 2023
Total AUM$16.7M
Discretionary$16.7M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$16.7M
Discretionary$16.7M
Non-Disc.$0
Employees14
Clients0
DateFeb 2023
Total AUM$16.7M
Discretionary$16.7M
Non-Disc.$0
Employees14
Clients0
DateMay 2022
Total AUM$15.9M
Discretionary$15.9M
Non-Disc.$0
Employees8
Clients0
DateApr 2022
Total AUM$15.9M
Discretionary$15.9M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$15.9M
Discretionary$15.9M
Non-Disc.$0
Employees8
Clients0
DateJan 2022
Total AUM$15.9M
Discretionary$15.9M
Non-Disc.$0
Employees8
Clients0
DateOct 2021
Total AUM$11.4M
Discretionary$11.4M
Non-Disc.$0
Employees8
Clients0
DateApr 2021
Total AUM$11.4M
Discretionary$11.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$11.4M
Discretionary$11.4M
Non-Disc.$0
Employees8
Clients0
DateDec 2020
Total AUM$3.3M
Discretionary$3.3M
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$3.3M
Discretionary$3.3M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$3.3M
Discretionary$3.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$3.3M
Discretionary$3.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$3.3M
Discretionary$3.3M
Non-Disc.$0
Employees3
Clients0