ISAKOV PLANNING GROUP INC.

ISAKOV PLANNING GROUP INC. of SOUTHAMPTON, PA is an SEC-registered investment adviser (CRD 153685). Regulatory assets under management: $55.5M.

Registration

• CRD: 153685
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153685 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search