Strategic Planning Group, Inc., MA — Investment Adviser | BuildTrust

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STRATEGIC PLANNING GROUP, INC.

Investment AdviceWELLESLEY, MA

Assets Under Management

$198.9M

Total AUM

Donut chart: Discretionary 193.4M, Non-Discretionary 5.5M
Category	Value
Discretionary	193.4M
Non-Discretionary	5.5M

Adviser Information

Field	Value
CRD Number	124855
SEC Number	801-72178
Street Address	57 RIVER STREET
Street Address 2	#306
Location	WELLESLEY, MA 02481
Country	United States
Phone	781-444-9010
Fax	781-444-8876
Total Employees	3

Client Count by Type (288 Total)

Horizontal bar chart: Individuals (other than H… 221, High Net Worth Individual… 67
Category	Value
Individuals (other than H…	221
High Net Worth Individual…	67