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| Plan Group Financial Inc
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|---|---|
| CRD # | 116508 |
| SEC # | 801-118599 |
| CIK # | 0002107584, 0001940033 |
| AUM | $690.3 M (2026-04-06) |
| Employees | 29 (59% Investors, 24% Brokers) |
| Phone | 405-848-1099 |
| Address | 101 NE 82nd Street Oklahoma City, OK 73114 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 11.6 | ||
| Apple Inc | 6.8 | ||
| iShares Comex Gold Trust | 6.1 | ||
| iShares Silver Trust | 5.8 | ||
| SPDR Gold Trust | 5.6 | ||
| Chevron Corp | 5.0 | ||
| MERK Gold Trust | 5.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,072 | 211.0 |
| (b) Individuals (high net worth individuals) | 149 | 479.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,102 | 690.3 |
| By Discretionary | ||
| Discretionary | 3,045 | 682.7 |
| Non-Discretionary | 57 | 7.6 |
| Total | 3,102 | 690.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 690.3 | |
| Total | 3,102 | 690.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001940033] | |
| 13F-HR | [0002107584] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
WMG Financial Advisors LLC
✚
|
TN | 0.7 |
|
Cambridge Advisors Inc
✚
|
NE | 0.7 |
|
SkyOak Wealth LLC
✚
|
MI | 0.7 |
|
Verecan Capital Management Inc
✚
|
0.7 | |
|
Covenant Asset Management LLC
✚
|
NJ | 0.7 |
|
ALTI Wealth Management US International Inc
✚
|
FL | 0.7 |
|
East End Financial Group Inc
✚
|
NY | 0.7 |
|
Nvest Financial LLC
✚
|
NH | 0.7 |
|
Siharum Advisors LLC
✚
|
MA | 0.7 |
|
Atwater Malick LLC
✚
|
PA | 0.7 |