9 Granite Street
Westerly, Rhode Island 2891
Tel: (401) 596-2800
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 108868 |
SEC# | 801-15330 |
Assets Managed by Firm | $937,180,405 |
No. of Clients | 2378 |
No. of Advisors | 18 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2378 | $937,180,405 |
Individuals (other than high net worth individuals) | 1029 | $348,004,649 |
High net worth individuals | 268 | $578,108,800 |
Charitable organizations | 9 | $11,066,956 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$152,386,258,592 | 620 | 199 | |
$23,513,292,817 | 37 | 165 | |
$8,599,323,060 | 23 | 65 | |
$6,960,227,088 | 47802 | 613 | |
$1,683,043,951 | 1734 | 19 |
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