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PROFESSIONAL PLANNING GROUP

9 Granite Street
Westerly, Rhode Island 2891
Tel: (401) 596-2800

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About PROFESSIONAL PLANNING GROUP

PROFESSIONAL PLANNING GROUP, formally registered with the SEC as PROFESSIONAL PLANNING GROUP. The firm was established in 07/18/1980. They have over 2 offices throughout the country.

PROFESSIONAL PLANNING GROUP is a Westerly, Rhode Island based Financial Planning firm with nearly $937,180,405 assets under management, offering retirement planning & investment advisory services to 2378 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#108868
SEC#801-15330
Assets Managed by Firm$937,180,405
No. of Clients2378
No. of Advisors18

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total2378$937,180,405
Individuals (other than high net worth individuals)1029$348,004,649
High net worth individuals268$578,108,800
Charitable organizations9$11,066,956

More Retirement Planning firms in Westerly, Rhode Island:

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FIAM LLC
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$152,386,258,592620199
PROVIDENCE EQUITY PARTNERS L.L.C.
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Providence, RI, 2903
$23,513,292,81737165
NAUTIC PARTNERS, LLC
50 Kennedy Plaza, 17th Floor
Providence, RI, 02903-2393
$8,599,323,0602365
CITIZENS SECURITIES, INC.
One Citizens Bank Way, Jcb135
Johnston, RI, 2043
$6,960,227,08847802613
PARSONS CAPITAL MANAGEMENT INC
40 Westminster Street Ste 400
Providence, RI, 2903
$1,683,043,951173419

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