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EQUITY PLANNING GROUP, INC.
CRD 112612
7035 ORCHARD LAKE RD. SUITE 700, WEST BLOOMFIELD, MI, 48322, United States
Phone
248-932-4600
Fax
248-932-4610
Registration
— (—)
Source
State registered
Total AUM
$46.9M
Discretionary AUM
$46.2M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 148 | $40.6M |
| High net worth individuals | 9 | $5.6M |
All web addresses on file
Official SEC filing: View on IAPD