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ISAKOV PLANNING GROUP INC.
CRD 153685
671 SECOND STREET PIKE, SOUTHAMPTON, PA, 18966, United States
Phone
212-300-6895
Fax
888-908-4735
Registration
— (—)
Source
State registered
Total AUM
$55.5M
Discretionary AUM
$21.4M
Team
1 total employees; 1 advisory reps; 14 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 536 | $12.7M |
| High net worth individuals | 33 | $8.8M |
| Pension/profit sharing plans | 14 | $34.1M |
All web addresses on file
Official SEC filing: View on IAPD