Falists
← Back to search

STRATEGIC PLANNING GROUP, INC.

CRD 124855 · SEC 801-72178

Visit website

57 RIVER STREET, #306, WELLESLEY, MA, 02481, United States

Phone

781-444-9010

Fax

781-444-8876

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$218.6M

Discretionary AUM

$212.6M

Team

3 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals187$61.5M
High net worth individuals78$157.0M

States served

MA, RI, NH, FL

All web addresses on file

Official SEC filing: View on IAPD