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EICHNER INVESTMENT PLANNING, LLC

CINCINNATI, OH · CRD 128215 · IAPD ↗ · eichplan.com · 513-290-9170

$692.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2024 — EICHNER INVESTMENT PLANNING, LLC now reports custody of client assets ($240.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — EICHNER INVESTMENT PLANNING, LLC crossed $500M in regulatory AUM ($417.3M -> $536.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.