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Building 2ADVANCED PLANNING ADVISORS GROUP INC.

Map pinNAPERVILLE, IL
Phone630-780-1099
NotebookSEC #801-135718
Total AUM
$120.4M
Employees
2
Clients
227

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 EAST DIEHL ROAD
SUITE 240
NAPERVILLE
IL 60563
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
630-780-1099

ReceiptFinancials

Total AUM
$120.4M
Accounts
638
Discretionary
$120.4M
Accounts
638
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
194
AUM
$64M
HNW Individual Clients
33
AUM
$56.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLIL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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