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

Building 2THE PLANNING GROUP, LLC

Map pinRIDGELAND, MS
Phone601-957-0049
NotebookSEC #801-77255
Total AUM
$177.7M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
996 NORTHPARK DRIVE
SUITE A
RIDGELAND
MS 39157
United States
Operating Hours
BY APPT ONLY
Monday - Friday
Phone
601-957-0049

ReceiptFinancials

Total AUM
$177.7M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$177.7M
Accounts
1

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
MS

HandshakeAffiliates

View all affiliates →

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

Feature requires an account