Be advised. This firm is no longer registered.

The Custom Planning Group, L.l.c

The Custom Planning Group, L.l.c (CRD# 123450) is a financial advisory firm headquartered in Northbrook, IL. They manage $3,800,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
450 Skokie Blvd., Suite 505, Northbrook, IL 60062
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $131,034
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at The Custom Planning Group, L.l.c
No Advisor Found.

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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