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SF PLANNING GROUP LLC
CRD 331145
2002 TIMBERLOCH PL, SUITE 200, THE WOODLANDS, TX, 77380, United States
Phone
713-909-0940
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.8M
Discretionary AUM
$4.8M
Team
1 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.1M |
| High net worth individuals | 10 | $3.6M |
All web addresses on file
Official SEC filing: View on IAPD