Mandate & appetite
- Preferred strategies
- CoreValue-Add
- Target geographies
- —
- Typical ticket
- —
- AUM
- $490m
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Founded in 1985, PDS Planning Inc is a Columbus, Ohio-based Registered Investment Adviser managing over $490 million in assets across various states. The firm specializes in retirement planning and fiduciary investment advising, covering asset classes including high-net-worth investment planning and tax strategies.
Unlock mandates & allocation signals
See Pds Planning's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals, dated and attributed
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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