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YOUR FINANCIAL PARTNERSHIP
VIRTUAL PLANNING GROUP LLC
CRD 297089
210 SW MARKET ST., SUITE #209, LEES SUMMIT, MO, 64063-2314, United States
Phone
816-208-8846
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.2M
Discretionary AUM
$9.2M
Team
1 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $4.2M |
All web addresses on file
Official SEC filing: View on IAPD