ADVANCED PLANNING ADVISORS GROUP INC.
ADVANCED PLANNING ADVISORS GROUP INC. of NAPERVILLE, IL is an SEC-registered investment adviser (CRD 313101). Regulatory assets under management: $120.4M.
Registration
- CRD: 313101
- SEC file number: 801-135718
- Type: Registered investment adviser
- Location: 400 EAST DIEHL ROAD, SUITE 240, NAPERVILLE, IL, 60563
- Phone: 630-780-1099
- Latest filing: 2026-04-09
- Regulatory AUM: $120.4M
- Discretionary AUM: $120.4M
- Clients: 2
- Accounts: 638
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
Officers, owners & control persons (1)
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