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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 |
|---|---|---|---|
| $219,221,467,379 | 605 | 168 | |
| $24,631,658,238 | 40 | 143 | |
| $9,188,004,183 | 53044 | 418 | |
| $7,825,588,486 | 19 | 70 | |
| $1,879,594,055 | 1833 | 21 |
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