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
Eichner Investment Planning, LLC
By the Numbers
-
Total Assets Under Management537MILLION
-
Total Number of Accounts364ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, OH
Financial Advisors at Eichner Investment Planning, LLC
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.