Advanced Planning Advisors Group Inc.

Advanced Planning Advisors Group Inc. (CRD# 313101) is a financial advisory firm headquartered in Naperville, IL. They manage $81,919,000 in 257 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
400 East Diehl Road, Suite 240, Naperville, IL 60563
https://www.apadvisorsgroup.com
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $318,751
Compensation Options
  • A percentage of assets under your management
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
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Advanced Planning Advisors Group Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Patrick Kirvan, financial advisor Naperville IL
Patrick R. Kirvan
CRD#: 6135958
400 East Diehl Road, Suite 240, Naperville, IL 60563

Patrick Kirvan (CRD# 6135958) is an Investment Advisor Representative working at Advanced Planning Advisors Group Inc. in Naperville, IL and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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