PROFESSIONAL PLANNING GROUP
Tel: (401) 596-2800 9 Granite Street Westerly, Rhode Island 02891
About PROFESSIONAL PLANNING GROUP
PROFESSIONAL PLANNING GROUP is a Westerly, Rhode Island based financial advisory firm with nearly $1,055,252,906 in assets under management and provides investment advisory services for 2350 clients. There are currently 17 financial advisors at the firm.
General Information
Firm CRD#:
108868
Firm SEC#:
801-15330
Assets Under Management:
$1,055,252,906
No. of Clients:
2350
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Education seminars/workshops
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