STRATEGIC PLANNING GROUP, LLC
Doing business as STRATEGIC PLANNING GROUP. SEC Form ADV profile.
Total regulatory AUM
$910,256,041
Discretionary
$910,256,041
Non-discretionary
$0
Firm details
- CRD number
- 113844
- SEC file number
- 801-112440
- Main office
- BOUNTIFUL, UT, United States
- Employees
- 20
- SEC status
- Approved
- Website
- HTTP://WWW.SPGUTAH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.