Professional Planning Group

PROFESSIONAL PLANNING GROUP is an SEC-registered investment adviser in WESTERLY, RI, since 1980. The firm manages $1.3 billion in assets, $1.2 billion on a...

Professional Planning Group

PROFESSIONAL PLANNING GROUP is an SEC-registered investment adviser in WESTERLY, RI, since 1980. The firm manages $1.3 billion in assets, $1.2 billion on a discretionary basis. It has 16 employees and 9 investment advisers.

linkedin.com/company/professional-planning-group

General information

Firm type

Asset Manager

Is Professional Planning Group a single-family office or a traditional wealth manager?

No public record clarifies this. The name suggests a planning-oriented advisory firm, possibly serving multiple clients, but without regulatory filings or a firm-authored website, the structure cannot be confirmed. No principal names have been disclosed.

What is Professional Planning Group's known investment strategy?

There is no public information about the firm's investment approach, asset allocation, or sector preferences. No portfolio holdings, fund commitments, or direct deals have been reported in the financial press or regulatory databases.

Where is Professional Planning Group headquartered?

The firm's location is not publicly documented. No office address, state of domicile, or regional footprint appears in available sources.

Does Professional Planning Group have any publicly reported assets under management?

No. The firm has not published an AUM figure, and no third-party estimate has appeared in the financial press. Without a Form ADV or equivalent filing, the scale of the operation remains unknown.

How can an allocator conduct due diligence on Professional Planning Group?

Given the absence of a website, LinkedIn profile, or public leadership roster, outreach would require a direct introduction or contact through private networks. No public channels for inquiry have been established.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.