Pomeroy Financial Planning, LLC

Pomeroy Financial Planning, LLC (CRD# 120409) is a financial advisory firm headquartered in Cincinnati, OH. They manage $86,646,605 in 115 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7850 5 Mile Rd, Cincinnati, OH 45230
http://www.pomeroyfinancial.com
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $753,449
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

KY, OH

Financial Advisors at Pomeroy Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Susan Pack, financial advisor Cincinnati OH
Susan E. Pack
CRD#: 4553482
7850 5 Mile Rd, Cincinnati, OH 45230

Susan Pack (CRD# 4553482) is an Investment Advisor Representative working at Pomeroy Financial Planning, LLC in Cincinnati, OH and has 1 year 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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