Overview
Assets Under Management: $184 million
Headquarters: WELLESLEY, MA
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Frequently Asked Questions
STRATEGIC PLANNING GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #124855), STRATEGIC PLANNING GROUP, INC. is subject to fiduciary duty under federal law.
STRATEGIC PLANNING GROUP, INC. is headquartered in WELLESLEY, MA.
STRATEGIC PLANNING GROUP, INC. serves 67 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, STRATEGIC PLANNING GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
STRATEGIC PLANNING GROUP, INC. manages $184 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, STRATEGIC PLANNING GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.63
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 722
Discretionary Accounts: 707
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 124855
Last Filing Date: 2024-03-20 00:00:00
Website: https://spg1.net