STRATEGIC PLANNING GROUP, INC.

CRD #124855 SEC #801-72178 WELLESLEY, MA 781-444-9010

SEC Registered

Total AUM

$198.9M

Discretionary

$193.4M

Employees

Clients

Accounts

769

Firm Details

Organization Type: Corporation
State of Formation: Massachusetts
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 28, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	PRESIDENT	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	SHAREHOLDER	E	Control
ROURKE, DAVID, ALEXANDER	I	DIRECTOR	E	Control
ROURKE, DAVID, ALEXANDER	I	PRESIDENT	E	Control
ROURKE, DAVID, ALEXANDER	I	PRESIDENT	E	Control
ROURKE, DAVID, ALEXANDER	I	PRESIDENT	E	Control
ROURKE, DAVID, ALEXANDER	I	PRESIDENT	E	Control
ROURKE, DAVID, ALEXANDER	I	PRESIDENT	E	Control
ROURKE, DAVID, ALEXANDER	I	PRESIDENT	E	Control
ROURKE, DAVID, ALEXANDER	I	PRESIDENT	E	Control
ROURKE, DAVID, ALEXANDER	I	PRESIDENT	E	Control
ROURKE, DAVID, ALEXANDER	I	PRESIDENT	E	Control
ROURKE, DAVID, ALEXANDER	I	PRESIDENT	E	Control
ROURKE, DAVID, ALEXANDER	I	PRESIDENT	E	Control
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	B
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	B
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	B
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	B
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	B
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	B
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	B
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	B
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	B
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	B
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	B
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	B
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A
SHERMAN, JARROD, ANDREW	I	CHIEF COMPLIANCE OFFICER	A
SHERMAN, JARROD, ANDREW	I	SHAREHOLDER	A

Registrations

Federal

Mar 28, 2025 REGISTERED

Notice Filings (7)

CA CT FL MA ME NC NH

Address

57 RIVER STREET
#306
WELLESLEY, MA 02481
United States

Phone: 781-444-9010