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PLAN GROUP FINANCIAL, INC.
Tel: 405-848-1099
101 N.E. 82nd Street Suite 200
Oklahoma City, Oklahoma 73114
PLAN GROUP FINANCIAL, INC.
PLAN GROUP FINANCIAL, INC. is a Oklahoma City, Oklahoma based financial advisory firm with nearly $346,931,792 in assets under management and provides investment advisory services for 2568 clients. There are currently 24 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
116508
SEC#:
801-118599
No. of Clients:
2568
Assets under Management
$346,931,792
No. of Advisors:
24
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