PLAN GROUP FINANCIAL, INC.
Tel: 405-848-1099 101 N.E. 82nd Street Suite 200 Oklahoma City, Oklahoma 73114
About PLAN GROUP FINANCIAL, INC.
PLAN GROUP FINANCIAL, INC. is a Oklahoma City, Oklahoma based financial advisory firm with nearly $346,931,792 in assets under management and provides investment advisory services for 2568 clients. There are currently 24 financial advisors at the firm.
General Information
Firm CRD#:
116508
Firm SEC#:
801-118599
Assets Under Management:
$346,931,792
No. of Clients:
2568
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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