THE PLANNING GROUP, LLC
CRD #165546 SEC #801-77255 RIDGELAND, MS 601-957-9557
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
--
Clients
--
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2014 | $177.7M | $0 | $177.7M | 4 | 1 |
| Mar 2014 | $177.7M | $0 | $177.7M | 3 | 1 |
| Mar 2014 | $177.7M | $0 | $177.7M | 3 | 1 |
| Mar 2013 | $115.3M | $0 | $115.3M | 1 | 1 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
DateJul 2014
Total AUM$177.7M
Discretionary$0
Non-Disc.$177.7M
Employees4
Clients1
DateMar 2014
Total AUM$177.7M
Discretionary$0
Non-Disc.$177.7M
Employees3
Clients1
DateMar 2014
Total AUM$177.7M
Discretionary$0
Non-Disc.$177.7M
Employees3
Clients1
DateMar 2013
Total AUM$115.3M
Discretionary$0
Non-Disc.$115.3M
Employees1
Clients1
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0