THE PLANNING GROUP OF SCOTTSDALE, LLC
Legal name: THE PLANNING GROUP
CRD #113887 SEC #801-66972 SCOTTSDALE, AZ 480-596-1580
SEC Registered
Total AUM
$97.9M
Discretionary
$97.9M
Employees
6
Clients
101
Accounts
722
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $97.9M | $97.9M | $0 | 6 | 250 |
| Mar 2011 | $106.8M | $104.6M | $2.2M | 10 | -- |
| Mar 2011 | $106.8M | $104.6M | $2.2M | 10 | -- |
| Oct 2009 | $76.7M | $76.7M | $0 | -- | -- |
| Oct 2007 | $54M | $54M | $0 | 10 | -- |
| Feb 2007 | $54M | $54M | $0 | 10 | -- |
DateMar 2012
Total AUM$97.9M
Discretionary$97.9M
Non-Disc.$0
Employees6
Clients250
DateMar 2011
Total AUM$106.8M
Discretionary$104.6M
Non-Disc.$2.2M
Employees10
Clients--
DateMar 2011
Total AUM$106.8M
Discretionary$104.6M
Non-Disc.$2.2M
Employees10
Clients--
DateOct 2009
Total AUM$76.7M
Discretionary$76.7M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees10
Clients--