SF PLANNING GROUP LLC

SF PLANNING GROUP LLC of THE WOODLANDS, TX is an SEC-registered investment adviser (CRD 331145). Regulatory assets under management: $4.8M.

Registration

• CRD: 331145
• Type: Registered investment adviser
• Location: 2002 TIMBERLOCH PL, THE WOODLANDS, TX, 77380
• Phone: 713-909-0940
• Latest filing: 2026-01-15
• Regulatory AUM: $4.8M
• Discretionary AUM: $4.8M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331145 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search