Investment adviser · CRD 165546

THE PLANNING GROUP, LLC

Investment adviser filing (IA)

RIDGELAND, MS, United States · Form ADV filed Jul 22, 2014

Regulatory AUM
$178M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

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: Jul 22, 2014. View historical filings

Reported services

Business portfolio management

Compensation

Fixed

Principal office

996 NORTHPARK DRIVE, SUITE A
RIDGELAND, MS, 39157, United States

CRD 165546

Filing source

Form ADV 824792 · Jul 22, 2014 · 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.