STRATEGIC PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$376,630,000
Discretionary
$376,630,000
Non-discretionary
$0
Firm details
- CRD number
- 139648
- SEC file number
- 801-110105
- Main office
- COLUMBUS, OH, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.STGPLAN.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.