Strategic Planning Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$813,369,866
Total clients
1,416
20% high-net worth
Total employees
19
26% advisors
Average clients per advisor
283
Average account size
$574,414
Number of offices
1
Main office location
Strategic Planning Group
190 South Main Street
Bountiful UT 84010, United States
Contact
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