RIA Intel›Advisers›Ohio›FINANCIAL PLANNERS OF CLEVELAND, INC.

FINANCIAL PLANNERS OF CLEVELAND, INC.

Advisory

N·MAYFIELD HEIGHTS, OH

Data as of Jun 25, 2022 · Source: SEC Form ADV

Total AUM

$759M

1-Year AUM Growth

-45.3%

3-Year CAGR

-10.3%

Employees

22

Assets Under Management

Total AUM$759M

Discretionary AUM$743M

Non-Discretionary AUM$16M

Discretionary %97.8%

Total Clients—

Team

Total Employees22

Investment Advisers22

Employee Growth (1Y)—

Filing History

Total Filings on Record54

First FilingJul 24, 2006

Latest FilingJun 25, 2022

🔒 Full AUM trend chart and 54 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FINANCIAL PLANNERS OF CLEVELAND, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.