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THE PLANNING GROUP

Tel: 847-441-9400
465 Central Ave
Suite 201
Northfield, Illinois  60093

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THE PLANNING GROUP

THE PLANNING GROUP is a Northfield, Illinois based financial advisory firm with nearly $207,368,715 in assets under management and provides investment advisory services for 706 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

298496

SEC#:

801-114032

No. of Clients:

706

Assets under Management

$207,368,715

No. of Advisors:

4

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