Key facts
- THE PLANNING GROUP is a other based in NORTHFIELD, IL.
- THE PLANNING GROUP reports $1.0M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 298496- Regulatory AUM
- $1.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 4
- Registered office
- NORTHFIELD, IL
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as TPG ADVISORS LLC).
Free account
See the whole book
- ·Watchlist + alerts for THE PLANNING GROUP's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for THE PLANNING GROUP are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is THE PLANNING GROUP's AUM?
- THE PLANNING GROUP manages approximately $1.0M in assets.