PLAN GROUP FINANCIAL, INC.
SEC Form ADV profile.
Total regulatory AUM
$690,303,586
Discretionary
$682,740,271
Non-discretionary
$7,563,315
Firm details
- CRD number
- 116508
- SEC file number
- 801-118599
- Main office
- OKLAHOMA CITY, OK, United States
- Employees
- 29
- SEC status
- Approved
- Website
- HTTP://WWW.PLANGROUP.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.