STRATEGIC PLANNING GROUP
Tel: 801-627-2200 190 South Main Street Bountiful, Utah 84010
About STRATEGIC PLANNING GROUP
STRATEGIC PLANNING GROUP is a Bountiful, Utah based financial advisory firm with nearly $513,845,387 in assets under management and provides investment advisory services for 3070 clients. There are currently 18 financial advisors at the firm.
General Information
Firm CRD#:
113844
Firm SEC#:
801-112440
Assets Under Management:
$513,845,387
No. of Clients:
3070
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops
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