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Plan Group Financial, Inc.
Plan Group Financial, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 116508, SEC file 801-118599), with its...
Overview
Plan Group Financial, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 116508, SEC file 801-118599), with its main office in Oklahoma City, Oklahoma. Its Form ADV filed on 1 October 2026 reports $690.3M in regulatory assets under management across 3,102 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$690.3M regulatory AUM (Form ADV, October 2026)
Location
Region
North America
Country
United States
City
Oklahoma City
Corporate office
Oklahoma City, OK, United States
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