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STRATEGIC PLANNING GROUP, INC.

Tel: 781-444-9010
57 River Street
#306
Wellesley, Massachusetts  02481

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STRATEGIC PLANNING GROUP, INC.

STRATEGIC PLANNING GROUP, INC. is a Wellesley, Massachusetts based financial advisory firm with nearly $184,073,567 in assets under management and provides investment advisory services for 722 clients. There are currently 3 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, Fixed fees

Firm CRD#:

124855

SEC#:

801-72178

No. of Clients:

722

Assets under Management

$184,073,567

No. of Advisors:

3

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