STRATEGIC PLANNING ASSOCIATES

STRATEGIC PLANNING ASSOCIATES is an SEC-registered investment adviser (CRD 126503). Regulatory assets under management: $8.7M.

Registration

• CRD: 126503
• Type: Registered investment adviser
• Phone: 413-467-1705
• Latest filing: 2025-08-27
• Regulatory AUM: $8.7M
• Discretionary AUM: $8.7M
• Clients: 1
• Accounts: 68

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126503 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search