FINANCIAL PLANNING GROUP INC. (THE)

FINANCIAL PLANNING GROUP INC. (THE) of SCOTCH PLAINS, NJ is an SEC-registered investment adviser (CRD 129894). Regulatory assets under management: $2.5M.

Registration

• CRD: 129894
• Type: Registered investment adviser
• Location: 1812 FRONT STREET, SCOTCH PLAINS, NJ, 07076
• Phone: 908-322-7719
• Latest filing: 2015-12-28
• Regulatory AUM: $2.5M
• Discretionary AUM: $2.0M
• Non-discretionary AUM: $500K
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Hourly.

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 129894 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search