Your Financial Pharmacist Planning, LLC
● SEC registered since 2020CRD 282918SEC# 801-118236New Albany, OH
Reg. AUM
$53.2M
Employees
7
Accounts
715
Location
New Albany, OH
Your Financial Pharmacist Planning, LLC assets under management
Your Financial Pharmacist Planning, LLC operates as an SEC-registered investment adviser based in New Albany, OH. The firm has been registered since 2020. It reports $53.2 million in regulatory assets under management and employs 7 people.
Your Financial Pharmacist Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Timothy Jason Baker Control | Member, Cco, Coo | 50-75% | 2016 |
| Timothy Robert Ulbrich Control | Member, Ceo | 50-75% | 2019 |
Frequently asked questions
How much does Your Financial Pharmacist Planning, LLC manage?
Your Financial Pharmacist Planning, LLC reports $53.2 million in regulatory assets under management on its Form ADV.
How many employees does Your Financial Pharmacist Planning, LLC have?
Your Financial Pharmacist Planning, LLC reports 7 employees.
Where is Your Financial Pharmacist Planning, LLC located?
Your Financial Pharmacist Planning, LLC is based in New Albany, OH and has been SEC-registered since 2020.
Does Your Financial Pharmacist Planning, LLC disclose fund performance?
Your Financial Pharmacist Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 118 E Main St., New Albany, OH 43054 |
| Phone | 614-618-5901 |
| Office hours | 9 a.m. - 6 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$53.2M▲ 50%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$53.2Mregulatory AUM
Discretionary $53.2M