Eichner Investment Planning, LLC

Eichner Investment Planning, LLC (CRD# 128215) is a financial advisory firm headquartered in Cincinnati, OH. They manage $170,000,000 in 212 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $801,887
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Eichner Investment Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alan M. Eichner
CRD#: 3101840
3805 Edwards Road, Suite 550, Cincinnati, OH 45209
93
Wealthminder
score

Alan Eichner (CRD# 3101840) is an Investment Advisor Representative working at Eichner Investment Planning, LLC in Cincinnati, OH and has over 17 years of experience in the finance industry.

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