Advanced Planning Advisors Group Inc.
Advanced Planning Advisors Group Inc. is an SEC-registered mass-market adviser in Naperville, IL with $120.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Advanced Planning Advisors Group Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313101, SEC 801-135718, data through 2026-04-09.
- AUM (assets under management / regulatory AUM)
- $120.4M (2026-04-09)
- Firm type
- Mass-Market Adviser
- Location
- Naperville, IL
- Employees
- 2
- Clients
- 227
- CRD
- 313101
- Ownership
- KIRVAN, PATRICK, ROBERT
How much AUM does Advanced Planning Advisors Group Inc. have?
Advanced Planning Advisors Group Inc. reported $120.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-09).
Who owns Advanced Planning Advisors Group Inc.?
Disclosed owners and executives of Advanced Planning Advisors Group Inc. include KIRVAN, PATRICK, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.