PPrivate Fund Data Log in Join · $37/mo

Advanced Planning Advisors Group Inc.

● SEC registered since 2026CRD 313101SEC# 801-135718Naperville, IL
Export (members)
Reg. AUM
$120.4M
Employees
2
Accounts
638
Location
Naperville, IL

Advanced Planning Advisors Group Inc. assets under management

Advanced Planning Advisors Group Inc. is an investment advisory firm registered with the SEC based in Naperville, IL. The firm has been registered since 2026. It reports $120.4 million in regulatory assets under management and employs 2 people.
www.apadvisorsgroup.comView on SEC.gov ↗

Advanced Planning Advisors Group Inc. owners & executives

1 reported
NameTitleOwnershipSince
Patrick Robert Kirvan ControlManaging Member/CcoOver 75%2021

Frequently asked questions

How much does Advanced Planning Advisors Group Inc. manage?

Advanced Planning Advisors Group Inc. reports $120.4 million in regulatory assets under management on its Form ADV.

How many employees does Advanced Planning Advisors Group Inc. have?

Advanced Planning Advisors Group Inc. reports 2 employees.

Where is Advanced Planning Advisors Group Inc. located?

Advanced Planning Advisors Group Inc. is based in Naperville, IL and has been SEC-registered since 2026.

Does Advanced Planning Advisors Group Inc. disclose fund performance?

Advanced Planning Advisors Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 East Diehl Road, Suite 240, Naperville, IL 60563
Phone630-780-1099
Office hours9 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120.4M
Non-discretionary$0
Total (RAUM)$120.4M