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FIRST PLANNING GROUP INC
336-545-0355
SEC #801-25021Total AUM
$23M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9.30-1.00
Monday - Friday
Monday - Friday
Phone
336-545-0355
Financials
Total AUM
$23M
Accounts
29Discretionary
$23M
Accounts
29Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
NC
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.