Investment adviser · CRD 113735
RESOURCES PLANNING GROUP INC
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Sep 28, 2012
- Regulatory AUM
- $38M Form ADV · Item 5.F
- Client accounts
- 240 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 28, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
150 N WACKER DR, 2250CHICAGO, IL, 60606, United States
CRD 113735
Filing source
Form ADV 672085 · Sep 28, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.