Stages Planning Group, LLC
Stages Planning Group, LLC (CRD# 172232) is a financial advisory firm headquartered in Lancaster, PA. They manage $61,691,425 in 334 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management62MILLION
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Total Number of Accounts334ACCOUNTS
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Average Account Value$184,705
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Stages Planning Group, LLC
1
Louis Leyes (CRD# 4638671) is an Investment Advisor Representative working at Stages Planning Group, LLC in Lancaster, PA and has over 21 years of experience in the finance industry.
2
Marcus Snow (CRD# 4490891) is an Investment Advisor Representative working at Stages Planning Group, LLC in Marietta, PA and has over 13 years of experience in the finance industry.
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