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Waller Financial Planning Group

EST. AUM
$635,334,614

CONTACTS
4

CLIENT ACCOUNTS
2,013

Firm Details

Metro area Columbus
CRD Number 159564
Website waller.com
Client types

Overview

Use Davis NY Venture, Thornburg Value, Diamond Hill and Growth Fund of America for Large cap. Todd evaluates managers. Would be interested in Edgewood only if on the Royal platform.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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