WALLER FINANCIAL PLANNING GROUP, INC

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Waller Financial Planning Group is based out of Columbus. Waller Financial Planning Group is a large advisory firm with 484 clients and discretionary assets under management (AUM) of $339,116,280 (Form ADV from 2019-01-30). Their last reported 13F filing for Q4 2018 included $144,701,000 in managed 13F securities and a top 10 holdings concentration of 61.79%. Waller Financial Planning Group's largest holding is SPDR Port Developed World ex-US ETF with shares held of 661,872. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

WALLER FINANCIAL PLANNING GROUP, INC.
941 CHATHAM LANE SUITE 212
COLUMBUS OH    43221
Country: United States

Business Phone: 614-457-7026
Fax: 614-457-0911
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: OH
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 43,003,600
Total Number of Clients: 484
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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