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).
Total Assets Under Management178MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$177,704,932
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients