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ADVANCED PLANNING ADVISORS GROUP INC.
CRD 313101 · SEC 801-135718
400 EAST DIEHL ROAD, SUITE 240, NAPERVILLE, IL, 60563, United States
Phone
630-780-1099
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$120.4M
Discretionary AUM
$120.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 194 | $64.0M |
| High net worth individuals | 33 | $56.4M |
States served
AZ, IL, FL
All web addresses on file
Official SEC filing: View on IAPD