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PROFESSIONAL PLANNING GROUP
Tel: (401) 596-2800
9 Granite Street Westerly, Rhode Island 02891
PROFESSIONAL PLANNING GROUP
PROFESSIONAL PLANNING GROUP is a Westerly, Rhode Island based financial advisory firm with nearly $1,055,252,906 in assets under management and provides investment advisory services for 2350 clients. There are currently 17 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 , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
108868
SEC#:
801-15330
No. of Clients:
2350
Assets under Management
$1,055,252,906
No. of Advisors:
17
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