Strategic Planning Group LLC

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Strategic Planning Group LLC
CRD #113844
SEC #801-112440
CIK #
AUM $219.5 MM (100% Disc, 100% US, 2020-03-23)
Employees7 (43% Investors, 43% Brokers)
Phone801-627-2200
Address190 South Main Street
Bountiful, UT 84010
Source [IAPD] [Website]
Total AUM ($MM)
220176132884402010201320172021
Comparable Firms State AUM ($BB)
Paradigm Wealth Management LLC
OH 0.2
First Ohio Planning LLC
OH 0.2
Global Wealth Management Investment Advisory Inc
FL 0.2
One Degree Advisors Inc
CA 0.2
Nova Financial LLC
AZ 0.2
R Applegate & Associates LLC
PA 0.2
Widmann Financial Services Inc
MD 0.2
Dickmeyer Boyce Financial Management Inc
IN 0.2
American Financial Management Group Ltd
PA 0.2
MGP Wealth Management LLC
IL 0.2
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