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
342 N Queen St, Rear, Warehouse D / Office L, Lancaster, PA 17603
http://www.stagesplanning.com
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    334
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Stages Planning Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Louis Leyes, financial advisor Lancaster PA
Louis J. Leyes
CRD#: 4638671
342 N Queen St, Rear, Warehouse D / Office L, Lancaster, PA 17603

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, financial advisor Marietta PA
Marcus S. Snow
CRD#: 4490891
Marietta, PA

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.

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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