Equity Planning Group, Inc.

Equity Planning Group, Inc. (CRD# 112612) is a financial advisory firm headquartered in West Bloomfield, MI. They manage $40,089,896 in 252 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7035 Orchard Lake Rd. Suite 700, West Bloomfield, MI 48322
http://www.equityplanninggroup.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    252
    ACCOUNTS
  • Average Account Value
    $159,087
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.

MI, TX

Financial Advisors at Equity Planning Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Nathan Goldberg, financial advisor West Bloomfield MI
Nathan Goldberg
CRD#: 1102396
7035 Orchard Lake Rd. Suite 700, West Bloomfield, MI 48322

Nathan Goldberg (CRD# 1102396) is an Investment Advisor Representative working at Equity Planning Group, Inc. in West Bloomfield, MI and has over 40 years of experience in the finance industry.

2
Scott Goldberg, financial advisor West Bloomfield MI
Scott M. Goldberg
CRD#: 4215716
7035 Orchard Lake Road,, Suite 700, West Bloomfield, MI 48322

Scott Goldberg (CRD# 4215716) is an Investment Advisor Representative working at Equity Planning Group, Inc. in West Bloomfield, MI and has over 23 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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