EQUITY PLANNING GROUP, INC.

EQUITY PLANNING GROUP, INC. of WEST BLOOMFIELD, MI is an SEC-registered investment adviser (CRD 112612). Regulatory assets under management: $46.9M.

Registration

• CRD: 112612
• Type: Registered investment adviser
• Location: 7035 ORCHARD LAKE RD. SUITE 700, WEST BLOOMFIELD, MI, 48322
• Phone: 248-932-4600
• Latest filing: 2026-03-26
• Regulatory AUM: $46.9M
• Discretionary AUM: $46.2M
• Non-discretionary AUM: $692K
• Clients: 1
• Accounts: 245

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112612 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search