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STOCK PLAN ADVISORY GROUP LLC
CRD 314680
429 NORTH SAINT ASAPH ST, ALEXANDRIA, VA, 22314, United States
Phone
202-680-3393
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$19.4M
Discretionary AUM
$19.4M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; SELECTION OF OTHER ADVISERS
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $10.6M |
| High net worth individuals | 6 | $8.8M |
All web addresses on file
Official SEC filing: View on IAPD