Eichner Investment Planning, LLC
● SEC registered since 2018CRD 128215SEC# 801-113004Cincinnati, OH
Reg. AUM
$692.1M
Employees
1
Accounts
330
Location
Cincinnati, OH
Eichner Investment Planning, LLC assets under management
Eichner Investment Planning, LLC is a registered investment adviser overseen by the SEC based in Cincinnati, OH. The firm has been registered since 2018. It reports $692.1 million in regulatory assets under management and employs 1 people.
Eichner Investment Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Marshall Eichner Control | Managing Member, Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Eichner Investment Planning, LLC manage?
Eichner Investment Planning, LLC reports $692.1 million in regulatory assets under management on its Form ADV.
How many employees does Eichner Investment Planning, LLC have?
Eichner Investment Planning, LLC reports 1 employees.
Where is Eichner Investment Planning, LLC located?
Eichner Investment Planning, LLC is based in Cincinnati, OH and has been SEC-registered since 2018.
Does Eichner Investment Planning, LLC disclose fund performance?
Eichner Investment Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4030 Smith Road, Suite 200, Cincinnati, OH 45209 |
| Phone | 513-290-9170 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$692.1M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$692.1Mregulatory AUM
Discretionary $0Non-discretionary $692.1M