THE FINANCIAL PLANNING GROUP, INC
CRD #142892 SEC #801-70621 PRIOR LAKE, MN 952-853-2233
SEC Registered
Total AUM
$55M
Discretionary
$40M
Employees
1
Clients
0
Accounts
227
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2011 | $55M | $40M | $15M | 1 | 26 |
DateNov 2011
Total AUM$55M
Discretionary$40M
Non-Disc.$15M
Employees1
Clients26