Strategic Planning Group, Inc.
Strategic Planning Group, Inc. is an SEC-registered mass-market adviser in Wellesley, MA with $218.6M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Strategic Planning Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124855, SEC 801-72178, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $218.6M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Wellesley, MA
- Employees
- 3
- Clients
- 265
- CRD
- 124855
- Ownership
- ROURKE, DAVID, ALEXANDER; SHERMAN, JARROD, ANDREW
How much AUM does Strategic Planning Group, Inc. have?
Strategic Planning Group, Inc. reported $218.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Strategic Planning Group, Inc.?
Disclosed owners and executives of Strategic Planning Group, Inc. include ROURKE, DAVID, ALEXANDER, SHERMAN, JARROD, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.