STRATEGIC PLANNING GROUP, INC.
CRD #124855 SEC #801-72178 WELLESLEY, MA 781-444-9010
SEC Registered
Total AUM
$198.9M
Discretionary
$193.4M
Employees
3
Clients
51
Accounts
769
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $198.9M | $193.4M | $5.5M | 3 | 0 |
| Mar 2024 | $184.1M | $179.2M | $4.9M | 3 | 0 |
| Mar 2023 | $172.1M | $167.5M | $4.6M | 3 | 0 |
| Apr 2022 | $213.6M | $202.7M | $10.9M | 3 | 0 |
| Apr 2022 | $213.6M | $202.7M | $10.9M | 3 | 0 |
| Mar 2022 | $213.6M | $202.7M | $10.9M | 3 | 0 |
| Mar 2021 | $189.5M | $184.7M | $4.8M | 3 | 0 |
| Nov 2020 | $156.9M | $150.5M | $6.4M | 3 | 2 |
| Jun 2020 | $156.9M | $150.5M | $6.4M | 3 | 2 |
| Mar 2020 | $156.9M | $150.5M | $6.4M | 3 | 2 |
| Oct 2019 | $214.2M | $208.5M | $5.7M | 5 | 0 |
| Mar 2019 | $214.2M | $208.5M | $5.7M | 5 | 0 |
| Jan 2019 | $215.9M | $208.4M | $7.6M | 5 | 0 |
| Dec 2018 | $215.9M | $208.4M | $7.6M | 5 | 0 |
| Nov 2018 | $215.9M | $208.4M | $7.6M | 5 | 0 |
| Aug 2018 | $215.9M | $208.4M | $7.6M | 5 | 0 |
| Mar 2018 | $215.9M | $208.4M | $7.6M | 5 | 0 |
| Mar 2018 | $215.9M | $208.4M | $7.6M | 5 | 0 |
| Feb 2018 | $215.9M | $208.4M | $7.6M | 5 | 0 |
| Feb 2017 | $194M | $187.3M | $6.7M | 4 | 300 |
| Mar 2016 | $192.4M | $182.7M | $9.6M | 4 | 300 |
| Jan 2016 | $192.4M | $182.7M | $9.6M | 4 | 300 |
| Jan 2015 | $193.9M | $184.4M | $9.5M | 4 | 300 |
| Apr 2014 | $193.2M | $183.8M | $9.4M | 4 | 300 |
| Feb 2014 | $187M | $176.7M | $10.3M | 4 | 300 |
| Feb 2013 | $155.5M | $147M | $8.5M | 3 | 300 |
| Nov 2012 | $145M | $0 | $145M | 2 | 300 |
| Mar 2012 | $145M | $0 | $145M | 1 | 300 |
| Jul 2011 | $163M | $0 | $163M | 5 | -- |
| Jul 2011 | $163M | $0 | $163M | 5 | -- |
| Jun 2011 | $163M | $0 | $163M | 5 | -- |
| Jun 2011 | $163M | $0 | $163M | 5 | -- |
| Jun 2011 | $163M | $0 | $163M | 5 | -- |
| Jun 2011 | $163M | $0 | $163M | 5 | -- |
| Apr 2011 | $163M | $0 | $163M | 5 | -- |
| Mar 2011 | $163M | $0 | $163M | 5 | -- |
| Feb 2011 | $163M | $0 | $163M | 5 | -- |
DateMar 2025
Total AUM$198.9M
Discretionary$193.4M
Non-Disc.$5.5M
Employees3
Clients0
DateMar 2024
Total AUM$184.1M
Discretionary$179.2M
Non-Disc.$4.9M
Employees3
Clients0
DateMar 2023
Total AUM$172.1M
Discretionary$167.5M
Non-Disc.$4.6M
Employees3
Clients0
DateApr 2022
Total AUM$213.6M
Discretionary$202.7M
Non-Disc.$10.9M
Employees3
Clients0
DateApr 2022
Total AUM$213.6M
Discretionary$202.7M
Non-Disc.$10.9M
Employees3
Clients0
DateMar 2022
Total AUM$213.6M
Discretionary$202.7M
Non-Disc.$10.9M
Employees3
Clients0
DateMar 2021
Total AUM$189.5M
Discretionary$184.7M
Non-Disc.$4.8M
Employees3
Clients0
DateNov 2020
Total AUM$156.9M
Discretionary$150.5M
Non-Disc.$6.4M
Employees3
Clients2
DateJun 2020
Total AUM$156.9M
Discretionary$150.5M
Non-Disc.$6.4M
Employees3
Clients2
DateMar 2020
Total AUM$156.9M
Discretionary$150.5M
Non-Disc.$6.4M
Employees3
Clients2
DateOct 2019
Total AUM$214.2M
Discretionary$208.5M
Non-Disc.$5.7M
Employees5
Clients0
DateMar 2019
Total AUM$214.2M
Discretionary$208.5M
Non-Disc.$5.7M
Employees5
Clients0
DateJan 2019
Total AUM$215.9M
Discretionary$208.4M
Non-Disc.$7.6M
Employees5
Clients0
DateDec 2018
Total AUM$215.9M
Discretionary$208.4M
Non-Disc.$7.6M
Employees5
Clients0
DateNov 2018
Total AUM$215.9M
Discretionary$208.4M
Non-Disc.$7.6M
Employees5
Clients0
DateAug 2018
Total AUM$215.9M
Discretionary$208.4M
Non-Disc.$7.6M
Employees5
Clients0
DateMar 2018
Total AUM$215.9M
Discretionary$208.4M
Non-Disc.$7.6M
Employees5
Clients0
DateMar 2018
Total AUM$215.9M
Discretionary$208.4M
Non-Disc.$7.6M
Employees5
Clients0
DateFeb 2018
Total AUM$215.9M
Discretionary$208.4M
Non-Disc.$7.6M
Employees5
Clients0
DateFeb 2017
Total AUM$194M
Discretionary$187.3M
Non-Disc.$6.7M
Employees4
Clients300
DateMar 2016
Total AUM$192.4M
Discretionary$182.7M
Non-Disc.$9.6M
Employees4
Clients300
DateJan 2016
Total AUM$192.4M
Discretionary$182.7M
Non-Disc.$9.6M
Employees4
Clients300
DateJan 2015
Total AUM$193.9M
Discretionary$184.4M
Non-Disc.$9.5M
Employees4
Clients300
DateApr 2014
Total AUM$193.2M
Discretionary$183.8M
Non-Disc.$9.4M
Employees4
Clients300
DateFeb 2014
Total AUM$187M
Discretionary$176.7M
Non-Disc.$10.3M
Employees4
Clients300
DateFeb 2013
Total AUM$155.5M
Discretionary$147M
Non-Disc.$8.5M
Employees3
Clients300
DateNov 2012
Total AUM$145M
Discretionary$0
Non-Disc.$145M
Employees2
Clients300
DateMar 2012
Total AUM$145M
Discretionary$0
Non-Disc.$145M
Employees1
Clients300
DateJul 2011
Total AUM$163M
Discretionary$0
Non-Disc.$163M
Employees5
Clients--
DateJul 2011
Total AUM$163M
Discretionary$0
Non-Disc.$163M
Employees5
Clients--
DateJun 2011
Total AUM$163M
Discretionary$0
Non-Disc.$163M
Employees5
Clients--
DateJun 2011
Total AUM$163M
Discretionary$0
Non-Disc.$163M
Employees5
Clients--
DateJun 2011
Total AUM$163M
Discretionary$0
Non-Disc.$163M
Employees5
Clients--
DateJun 2011
Total AUM$163M
Discretionary$0
Non-Disc.$163M
Employees5
Clients--
DateApr 2011
Total AUM$163M
Discretionary$0
Non-Disc.$163M
Employees5
Clients--
DateMar 2011
Total AUM$163M
Discretionary$0
Non-Disc.$163M
Employees5
Clients--
DateFeb 2011
Total AUM$163M
Discretionary$0
Non-Disc.$163M
Employees5
Clients--