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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.
General information
Firm type
Asset Manager
Frequently asked questions
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.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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