Isakov Planning Group Inc.

Isakov Planning Group Inc. (CRD# 153685) is a financial advisory firm headquartered in Southampton, PA. They manage $9,518,391 in 264 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
671 Second Street Pike, Southampton, PA 18966
https://www.isakovgroup.com/
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $36,055
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

NY, PA

Financial Advisors at Isakov Planning Group Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Eugene Kuntorovsky, financial advisor Southampton PA
Eugene Kuntorovsky
CRD#: 6933483
735 Street Road, Southampton, PA 18966

Eugene Kuntorovsky (CRD# 6933483) is an Investment Advisor Representative working at Isakov Planning Group Inc. in Southampton, PA and has over 7 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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