# Professional Planning Group

Professional Planning Group is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/professional-planning-group

## Regulatory record

- **CRD number:** 108868
- **SEC file number:** 801-15330
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108868

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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