1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE PLANNING GROUP

Map pinSCOTTSDALE, AZ
Phone480-596-1580
NotebookSEC #801-66972
Total AUM
$97.9M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8800 N. GAINEY CENTER DRIVE
SUITE 176
SCOTTSDALE
AZ 85258
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
480-596-1580

ReceiptFinancials

Total AUM
$97.9M
Accounts
722
Discretionary
$97.9M
Accounts
722
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

Feature requires an account