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| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Planning Group LLC
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| CRD # | 113844 |
| SEC # | 801-112440 |
| CIK # | 0001695870, 0001802277, 0001875525, 0001925220 |
| AUM | $660.6 M (2025-03-24) |
| Employees | 19 (26% Investors, 0% Brokers) |
| Phone | 801-627-2200 |
| Address | 190 South Main Street Bountiful, UT 84010 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 984 | 209.5 |
| (b) Individuals (high net worth individuals) | 279 | 435.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 33 | 15.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,673 | 660.6 |
| By Discretionary | ||
| Discretionary | 3,673 | 660.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,673 | 660.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 660.6 | |
| Total | 3,673 | 660.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| SC 13G | [0001695870] | |
| 13F-HR | [0001802277] | |
| 13F-HR | [0001875525] | |
| SC 13G | [0001875525] | |
| 13F-HR | [0001925220] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Flynn Zito Capital Management LLC
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|
NY | 0.7 |
|
Stone House Investment Management LLC
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|
PA | 0.7 |
|
Singer Wealth Advisors LLC
✚
|
FL | 0.7 |
|
Creative Capital Management Investments LLC
✚
|
CA | 0.7 |
|
Highline Wealth Partners LLC
✚
|
CA | 0.7 |
|
Copper Harbor Investment Advisors LLC
✚
|
WI | 0.7 |
|
Duncan & Haley Ltd
✚
|
WA | 0.7 |
|
Financial Insights Inc
✚
|
WA | 0.7 |
|
CornerStone Planning Group Inc
✚
|
NJ | 0.7 |
|
Wealth Management Associates Inc
✚
|
NJ | 0.6 |