RIA Intel›Advisers›Mississippi›THE PLANNING GROUP, LLC

THE PLANNING GROUP, LLC

Advisory

N·RIDGELAND, MS

Data as of Jul 22, 2014 · Source: SEC Form ADV

Total AUM

$178M

1-Year AUM Growth

+54.1%

3-Year CAGR

0.0%

Employees

3

Assets Under Management

Total AUM$178M

Discretionary AUM$0

Non-Discretionary AUM$178M

Discretionary %0%

Total Clients—

Team

Total Employees3

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record5

First FilingOct 9, 2012

Latest FilingJul 22, 2014

🔒 Full AUM trend chart and 5 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THE PLANNING GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.