Eichner Investment Planning, LLC

Eichner Investment Planning, LLC (CRD# 128215) is a financial advisory firm headquartered in Cincinnati, OH. They manage $536,627,071 in 364 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4030 Smith Road, Suite 200, Cincinnati, OH 45209
http://www.eichplan.com
By the Numbers
  • Total Assets Under Management
    537
    MILLION
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $1,474,250
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Eichner Investment Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alan Eichner, financial advisor Cincinnati OH
Alan M. Eichner
CRD#: 3101840
4030 Smith Road, Suite 200, Cincinnati, OH 45209

Alan Eichner (CRD# 3101840) is an Investment Advisor Representative working at Eichner Investment Planning, LLC in Cincinnati, OH and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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