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THE PLANNING GROUP
465 Central Ave
Suite 201
Northfield, Illinois 60093
Tel: 847-441-9400
About THE PLANNING GROUP
THE PLANNING GROUP, formally registered with the SEC as THE PLANNING GROUP. The firm was established in 09/20/2018. They have over 1 offices throughout the country.
THE PLANNING GROUP is a Northfield, Illinois based Financial Planning firm with nearly $207,368,715 assets under management, offering retirement planning & investment advisory services to 706 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298496 |
| SEC# | 801-114032 |
| Assets Managed by Firm | $207,368,715 |
| No. of Clients | 706 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 706 | $207,368,715 |
| Individuals (other than high net worth individuals) | 157 | $50,727,573 |
| High net worth individuals | 56 | $142,963,488 |
| Pension and profit sharing plans | 16 | $13,062,203 |
| Charitable organizations | 1 | $97,604 |
| Corporations or other businesses | 2 | $517,847 |
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|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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