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Strategic Planning Group, Inc.

● SEC registered since 2011CRD 124855SEC# 801-72178Wellesley, MA
Export (members)
Reg. AUM
$198.9M
Employees
3
Accounts
769
Location
Wellesley, MA

Strategic Planning Group, Inc. assets under management

Strategic Planning Group, Inc. is a registered investment adviser overseen by the SEC based in Wellesley, MA. The firm has been registered since 2011. It reports $198.9 million in regulatory assets under management and employs 3 people.
www.spgneedham.comView on SEC.gov ↗

Strategic Planning Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
David Alexander Rourke ControlPresidentOver 75%2004
Jarrod Andrew ShermanChief Compliance Officer10-25%2009

Frequently asked questions

How much does Strategic Planning Group, Inc. manage?

Strategic Planning Group, Inc. reports $198.9 million in regulatory assets under management on its Form ADV.

How many employees does Strategic Planning Group, Inc. have?

Strategic Planning Group, Inc. reports 3 employees.

Where is Strategic Planning Group, Inc. located?

Strategic Planning Group, Inc. is based in Wellesley, MA and has been SEC-registered since 2011.

Does Strategic Planning Group, Inc. disclose fund performance?

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

Contact & registration

Address57 River Street, #306, Wellesley, MA 02481
Phone781-444-9010
Fax781-444-8876
Office hours8:30 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$193.4M
Non-discretionary$5.5M
Total (RAUM)$198.9M