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Building 2STRATEGIC PLANNING GROUP, INC.

Map pinWELLESLEY, MA
Phone781-444-9010
NotebookSEC #801-72178
Total AUM
$218.6M
Employees
3
Clients
265

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
57 RIVER STREET
#306
WELLESLEY
MA 02481
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
781-444-9010

ReceiptFinancials

Total AUM
$218.6M
Accounts
724
Discretionary
$212.6M
Accounts
716
Non-Discretionary
$6M
Accounts
8

ContactClients

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Individual Clients
187
AUM
$61.5M
HNW Individual Clients
78
AUM
$157M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
FLMANHRI

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

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