Eichner Investment Planning, LLC
Eichner Investment Planning, LLC is an SEC-registered ria in Cincinnati, OH with $692.1M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Eichner Investment Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128215, SEC 801-113004, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $692.1M (2026-03-12)
- Firm type
- Ria
- Location
- Cincinnati, OH
- Employees
- 1
- Clients
- 26
- CRD
- 128215
- Ownership
- EICHNER, ALAN, MARSHALL
How much AUM does Eichner Investment Planning, LLC have?
Eichner Investment Planning, LLC reported $692.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Eichner Investment Planning, LLC?
Disclosed owners and executives of Eichner Investment Planning, LLC include EICHNER, ALAN, MARSHALL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.