# ISAKOV PLANNING GROUP INC.

ISAKOV PLANNING GROUP INC. of SOUTHAMPTON, PA is an SEC-registered investment adviser.

## Registration

- CRD: 153685
- Type: SEC-registered investment adviser
- Location: 671 SECOND STREET PIKE, SOUTHAMPTON, PA, 18966
- Phone: 212-300-6895
- Latest filing: 2026-05-07
- Regulatory AUM: $55.5M
- Discretionary AUM: $21.4M
- Non-discretionary AUM: $34.1M
- Clients: 1
- Accounts: 583

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153685/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153685/similar
- Related entities: https://search.stillhousedata.com/firm/153685/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153685

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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.