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Strategic Planning Group, LLC

● SEC registered since 2018CRD 113844SEC# 801-112440Bountiful, UT
Export (members)
Reg. AUM
$813.4M
Employees
19
Accounts
3,999
Location
Bountiful, UT

Strategic Planning Group, LLC assets under management

Strategic Planning Group, LLC is an SEC-registered investment adviser based in Bountiful, UT. The firm has been registered since 2018. It reports $813.4 million in regulatory assets under management and employs 19 people.
www.spgutah.comView on SEC.gov ↗

Strategic Planning Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Ryan Eugene Craner ControlManaging MemberOver 75%1999
William Jeffrey Draper ControlChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Strategic Planning Group, LLC manage?

Strategic Planning Group, LLC reports $813.4 million in regulatory assets under management on its Form ADV.

How many employees does Strategic Planning Group, LLC have?

Strategic Planning Group, LLC reports 19 employees.

Where is Strategic Planning Group, LLC located?

Strategic Planning Group, LLC is based in Bountiful, UT and has been SEC-registered since 2018.

Does Strategic Planning Group, LLC disclose fund performance?

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

Contact & registration

Address190 South Main Street, Bountiful, UT 84010
Phone801-627-2200
Fax801-627-2205
Office hours9:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1875525
Discloses disciplinary historyYes

Assets under management

Discretionary$813.4M
Non-discretionary$0
Total (RAUM)$813.4M