PROFESSIONAL PLANNING GROUP

9 Granite Street
Westerly, Rhode Island 02891
Tel: (401) 596-2800

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 $1,055,252,906 assets under management, offering retirement planning & investment advisory services to 2350 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108868
SEC#	801-15330
Assets Managed by Firm	$1,055,252,906
No. of Clients	2350
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2350	$1,055,252,906
Individuals (other than high net worth individuals)	975	$355,497,902
High net worth individuals	305	$686,725,865
Charitable organizations	10	$13,029,139

More Retirement Planning firms in Westerly, Rhode Island:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIAM LLC 900 Salem Street Smithfield, RI, 02917	$219,221,467,379	605	168
PROVIDENCE EQUITY PARTNERS L.L.C. 50 Kennedy Plaza 18th Floor Providence, RI, 02903	$24,631,658,238	40	143
NAUTIC PARTNERS, LLC 50 Kennedy Plaza, 17th Floor Providence, RI, 02903-2393	$7,825,588,486	19	70
PARSONS CAPITAL MANAGEMENT INC 40 Westminster Street Ste 400 Providence, RI, 02903	$1,879,594,055	1833	21
UNISON 225 Dyer Street, 2nd Floor Providence, RI, 02903	$1,810,395,000	296	1

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