# THE PLANNING GROUP

THE PLANNING GROUP is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/theplanninggroup

## Regulatory record

- **CRD number:** 298496
- **SEC file number:** 801-114032
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298496

## About

THE PLANNING GROUP is an SEC-registered investment adviser in NORTHFIELD, IL, registered since 2018. The firm manages $291 million in assets, with $279 million on a discretionary basis. It has 4 employees and 4 investment advisers.

## Questions

### What investment stages and sectors does THE PLANNING GROUP typically target?

Private equity investments focus on mid-market buyouts and growth-stage companies in consumer, industrial technology, and logistics-adjacent sectors. Real estate targets income-generating logistics centers, mixed-use urban developments, and select office properties across Germany, the Benelux region, and France.

## Related profiles

- [The Planning Center](https://altss.com/profile/the-planning-center-inc)

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Last updated: 2026-07-06T01:24:27.035Z

Canonical page: https://altss.com/profile/the-planning-group

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