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Home > Retirement Planners > massachusetts > wellesley > STRATEGIC PLANNING GROUP, INC.
STRATEGIC PLANNING GROUP, INC.
57 River Street
#306
Wellesley, Massachusetts 02481
Tel: 781-444-9010
About STRATEGIC PLANNING GROUP, INC.
STRATEGIC PLANNING GROUP, INC, formally registered with the SEC as STRATEGIC PLANNING GROUP, INC. The firm was established in 07/15/2011. They have over 1 offices throughout the country.
STRATEGIC PLANNING GROUP, INC. is a Wellesley, Massachusetts based Financial Planning firm with nearly $184,073,567 assets under management, offering retirement planning & investment advisory services to 722 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124855 |
| SEC# | 801-72178 |
| Assets Managed by Firm | $184,073,567 |
| No. of Clients | 722 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- 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 | 722 | $184,073,567 |
| Individuals (other than high net worth individuals) | 231 | $74,543,067 |
| High net worth individuals | 55 | $109,530,500 |
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