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STRATEGIC PLANNING GROUP
Tel: 801-627-2200
190 South Main Street Bountiful, Utah 84010
STRATEGIC PLANNING GROUP
STRATEGIC PLANNING GROUP is a Bountiful, Utah based financial advisory firm with nearly $513,845,387 in assets under management and provides investment advisory services for 3070 clients. There are currently 18 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (% OF PLAN ASSETS; SHARES IN FEES PAID TO THIRD-PARTY ADVISER
Firm CRD#:
113844
SEC#:
801-112440
No. of Clients:
3070
Assets under Management
$513,845,387
No. of Advisors:
18
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