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Home > Retirement Planners > oklahoma > oklahoma city > PLAN GROUP FINANCIAL, INC.
PLAN GROUP FINANCIAL, INC.
101 N.E. 82nd Street
Suite 200
Oklahoma City, Oklahoma 73114
Tel: 405-848-1099
About PLAN GROUP FINANCIAL, INC.
PLAN GROUP FINANCIAL, INC, formally registered with the SEC as PLAN GROUP FINANCIAL, INC. The firm was established in 04/30/2020. They have over 9 offices throughout the country.
PLAN GROUP FINANCIAL, INC. is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $346,931,792 assets under management, offering retirement planning & investment advisory services to 2568 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116508 |
| SEC# | 801-118599 |
| Assets Managed by Firm | $346,931,792 |
| No. of Clients | 2568 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2568 | $346,931,792 |
| Individuals (other than high net worth individuals) | 1395 | $232,662,774 |
| High net worth individuals | 49 | $114,269,018 |
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