Be advised. This firm is no longer registered.

The Planning Group, LLC

The Planning Group, LLC (CRD# 165546) is a financial advisory firm headquartered in Ridgeland, MS. They manage $177,704,932 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
996 Northpark Drive, Suite A, Ridgeland, MS 39157
By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $177,704,932
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MS

Financial Advisors at The Planning Group, LLC
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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