STRATEGIC PLANNING GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$218,582,386
Discretionary
$212,592,745
Non-discretionary
$5,989,641
Firm details
- CRD number
- 124855
- SEC file number
- 801-72178
- Main office
- WELLESLEY, MA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.SPGNEEDHAM.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.