Multi-Family OfficeRIA · CRD 121365

Updated:

Gianola Financial Planning, LLC

Gianola Financial Planning, LLC is a state-registered investment adviser in Worthington, OH. It has 6 employees and 3 registered investment advisers.

Gianola Financial Planning, LLC

Gianola Financial Planning, LLC is a state-registered investment adviser in Worthington, OH. It has 6 employees and 3 registered investment advisers. The firm is based in Worthington.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Sector focus

Financial ServicesWealth ManagementEstate Planning

Frequently asked questions

How can potential clients verify Gianola Financial Planning's regulatory status?

The firm or state regulator as an RIA, which requires filing Form ADV. This document contains investment strategy details, AUM, and disciplinary history—accessible via the SEC's Investment Adviser Public Disclosure (IAPD) database (SEC guidelines).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Multi Family Office profiles