RIA Intel›Advisers›Pennsylvania›ISAKOV PLANNING GROUP INC.

ISAKOV PLANNING GROUP INC.

Advisory

SOUTHAMPTON, PA

Data as of May 7, 2026 · Source: SEC Form ADV

Rank in PA

#1,020

of 1,528 advisers by AUM

Average account

$95K

across 583 accounts

AUM per adviser

$55M

1 advisers

Source: SEC Form ADV. Figures as filed May 7, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$55M

Discretionary AUM$21M

Non-Discretionary AUM$34M

Discretionary %38.6%

Total Clients583

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNY, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

583 clients

33 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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