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STAGES PLANNING GROUP, LLC
CRD 172232
249 CENTRAL PARK AVENUE, #300-23, VIRGINIA BEACH, VA, 23452, United States
Phone
717-430-8914
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$92.9M
Discretionary AUM
$87.2M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 290 | $51.9M |
| High net worth individuals | 32 | $41.0M |
All web addresses on file
Official SEC filing: View on IAPD