# THE PLANNING GROUP OF SCOTTSDALE, LLC

THE PLANNING GROUP OF SCOTTSDALE, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 113887
- Type: SEC-registered investment adviser
- SEC file number: 801-66972
- Location: 8800 N. GAINEY CENTER DRIVE, SUITE 176, SCOTTSDALE, AZ, 85258
- Phone: 480-596-1580
- Latest filing: 2012-03-31
- Regulatory AUM: $97.9M
- Discretionary AUM: $97.9M
- Clients: 6
- Accounts: 722

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| JOHNSON REID STUART | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER; OWNER (+1 more) | — |
| HALL MARK STEPHEN | VICE PRESIDENT OF INVESTMENTS | — |
| KROLESKI JOSEPH FRANK | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113887/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113887/similar
- Related entities: https://search.stillhousedata.com/firm/113887/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113887

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.