PROFESSIONAL PLANNING GROUP - Financial Advisor in Rhode Island, Westerly

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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