STRATEGIC PLANNING GROUP - Financial Advisor in Utah, Bountiful

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

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (% OF PLAN ASSETS; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS)

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