Investment adviser · CRD 113887

THE PLANNING GROUP

Investment adviser filing (IA)

THE PLANNING GROUP OF SCOTTSDALE, LLC

SCOTTSDALE, AZ, United States · Form ADV filed Mar 31, 2012

Regulatory AUM
$97.9M
Form ADV · Item 5.F
Client accounts
722
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Mar 31, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed · Commissions

Principal office

8800 N. GAINEY CENTER DRIVE, SUITE 176
SCOTTSDALE, AZ, 85258, United States

CRD 113887

Filing source

Form ADV 604564 · Mar 31, 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.