SEC Form ADV · CIK 838618

PDS PLANNING INC

Registered Investment AdviserOH
$2.2B
Assets Under Management
3,159
Total Clients
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Registration Details

CIK
838618
Accession
CRD-106895
Location
DUBLIN, OH
Filing Date
March 19, 2026
AUM
$2.2B
Total Clients
3,159
Amendment
No

About this Adviser

PDS PLANNING INC is a registered investment adviser headquartered in DUBLIN, OH, managing approximately $2.2B in assets across 3,159 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.