PLAN GROUP FINANCIAL, INC.
CRD #116508 SEC #801-118599 OKLAHOMA CITY, OK 405-848-1099
SEC Registered
Total AUM
$541.4M
Discretionary
$537.2M
Employees
27
Clients
26
Accounts
2,693
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $541.4M | $537.2M | $4.2M | 27 | 0 |
| Mar 2025 | $541.4M | $537.2M | $4.2M | 27 | 0 |
| Jul 2024 | $346.9M | $346.9M | $0 | 24 | 0 |
| Mar 2024 | $285.5M | $285.5M | $0 | 24 | 0 |
| Nov 2023 | $242.3M | $242.3M | $0 | 17 | 0 |
| Jun 2023 | $242.3M | $242.3M | $0 | 17 | 0 |
| Apr 2023 | $242.3M | $242.3M | $0 | 17 | 0 |
| Mar 2023 | $242.3M | $242.3M | $0 | 17 | 0 |
| Jan 2023 | $244.2M | $244.2M | $0 | 17 | 0 |
| Mar 2022 | $244.2M | $244.2M | $0 | 17 | 0 |
| Sep 2021 | $184.5M | $184.5M | $0 | 19 | 0 |
| Mar 2021 | $184.5M | $184.5M | $0 | 19 | 0 |
| Oct 2020 | $101.7M | $101.7M | $0 | 11 | 0 |
| Jun 2020 | $101.7M | $101.7M | $0 | 11 | 0 |
| Mar 2020 | $101.7M | $101.7M | $0 | 11 | 0 |
DateMar 2025
Total AUM$541.4M
Discretionary$537.2M
Non-Disc.$4.2M
Employees27
Clients0
DateMar 2025
Total AUM$541.4M
Discretionary$537.2M
Non-Disc.$4.2M
Employees27
Clients0
DateJul 2024
Total AUM$346.9M
Discretionary$346.9M
Non-Disc.$0
Employees24
Clients0
DateMar 2024
Total AUM$285.5M
Discretionary$285.5M
Non-Disc.$0
Employees24
Clients0
DateNov 2023
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees17
Clients0
DateJun 2023
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees17
Clients0
DateApr 2023
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees17
Clients0
DateMar 2023
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees17
Clients0
DateJan 2023
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees17
Clients0
DateMar 2022
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees17
Clients0
DateSep 2021
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees19
Clients0
DateMar 2021
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees19
Clients0
DateOct 2020
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees11
Clients0