THE PLANNING GROUP
Tel: 847-441-9400 465 Central Ave Suite 201 Northfield, Illinois 60093
About THE PLANNING GROUP
THE PLANNING GROUP is a Northfield, Illinois based financial advisory firm with nearly $207,368,715 in assets under management and provides investment advisory services for 706 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
298496
Firm SEC#:
801-114032
Assets Under Management:
$207,368,715
No. of Clients:
706
No. of Advisors:
4
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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