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PLAN GROUP FINANCIAL, INC.
CRD 116508 · SEC 801-118599
101 N.E. 82ND STREET, SUITE 200, OKLAHOMA CITY, OK, 73114, United States
Phone
405-848-1099
Fax
405-848-1163
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$690.3M
Discretionary AUM
$682.7M
Team
29 total employees; 17 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1072 | $211.0M |
| High net worth individuals | 149 | $479.3M |
States served
AZ, AR, CA, CO, GA, IL, KS, NE, NC, OK, UT, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD