THE PLANNING GROUP, LLC
Total AUM
$177.7M
Employees
4Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
996 NORTHPARK DRIVE
SUITE A
RIDGELAND
MS 39157
United States
SUITE A
RIDGELAND
MS 39157
United States
Operating Hours
BY APPT ONLY
Monday - Friday
Monday - Friday
Phone
601-957-0049
Financials
Total AUM
$177.7M
Accounts
1Discretionary
$0
Accounts
0Non-Discretionary
$177.7M
Accounts
1
Clients
None reported
Services
Services Offered
Institutional Portfolio Management
Compensation Types
Charges Fixed Fee
Compliance
Disclosures
None reported
State Registrations
MS
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.