Advanced Planning Advisors Group Inc.
● SEC registered since 2026CRD 313101SEC# 801-135718Naperville, IL
Reg. AUM
$120.4M
Employees
2
Accounts
638
Location
Naperville, IL
Advanced Planning Advisors Group Inc. assets under management
Advanced Planning Advisors Group Inc. is an investment advisory firm registered with the SEC based in Naperville, IL. The firm has been registered since 2026. It reports $120.4 million in regulatory assets under management and employs 2 people.
Advanced Planning Advisors Group Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick Robert Kirvan Control | Managing Member/Cco | Over 75% | 2021 |
Frequently asked questions
How much does Advanced Planning Advisors Group Inc. manage?
Advanced Planning Advisors Group Inc. reports $120.4 million in regulatory assets under management on its Form ADV.
How many employees does Advanced Planning Advisors Group Inc. have?
Advanced Planning Advisors Group Inc. reports 2 employees.
Where is Advanced Planning Advisors Group Inc. located?
Advanced Planning Advisors Group Inc. is based in Naperville, IL and has been SEC-registered since 2026.
Does Advanced Planning Advisors Group Inc. disclose fund performance?
Advanced Planning Advisors Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 East Diehl Road, Suite 240, Naperville, IL 60563 |
| Phone | 630-780-1099 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$120.4M▲ 2%
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$120.4Mregulatory AUM
Discretionary $120.4M