Investment adviser · CRD 120086

NCA FINANCIAL PLANNERS

Investment adviser filing (IA)

FINANCIAL PLANNERS OF CLEVELAND, INC.

MAYFIELD HEIGHTS, OH, United States · Form ADV filed Jun 25, 2022

Regulatory AUM
$759M
Form ADV · Item 5.F
Client accounts
1,873
Accounts, not individual clients
Employees
22
Reported in this filing
Advisory professionals
22
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals235$557,296,58473.4%
Individuals542$172,200,78322.7%
Corporations & businesses5$24,061,7823.2%
Retirement plansFewer than 5$5,105,2170.7%
CharitiesFewer than 5$364,3240.0%
Filing source

Form ADV 1660307 · Jun 25, 2022 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 25, 2022. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

6095 PARKLAND BLVD., SUITE 210
MAYFIELD HEIGHTS, OH, 44124, United States

CRD 120086

Filing source

Form ADV 1660307 · Jun 25, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.