Overview
Assets Under Management: $207 million
Headquarters: NORTHFIELD, IL
High-Net-Worth Clients: 57
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.84
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 706
Discretionary Accounts: 663
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 298496
Last Filing Date: 2024-08-22 00:00:00
Website: https://planning-group.com