EICHNER INVESTMENT PLANNING, LLC
  • EICHNER INVESTMENT PLANNING, LLC
  • EICHNER, ALAN MARSHALL

Adviser Profile

As of Date 03/12/2026
Registration SEC, Approved, 04/27/2018
Other registrations (1)
ADV Location CINCINNATI, OH, United States
Contact Info 513 xxxxxxx
Websites
AUM* 692,074,828 29%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2,097,196 42%
% High Net Worth 96.15% 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

692M 593M 494M 395M 297M 198M 99M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASSURANCE DIMENSIONS Filing Date02/05/2026 Form ADV-E View Report

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Brochure Summary