Key facts
- WALLER FINANCIAL PLANNING GROUP, INC. is a other based in COLUMBUS, OH.
- WALLER FINANCIAL PLANNING GROUP, INC. reports $471K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 159564- Regulatory AUM
- $471K
- Private fund assets
- —
- Private funds
- —
- Staff
- 11
- Registered office
- COLUMBUS, OH
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for WALLER FINANCIAL PLANNING GROUP, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is WALLER FINANCIAL PLANNING GROUP, INC.'s AUM?
- WALLER FINANCIAL PLANNING GROUP, INC. manages approximately $471K in assets.