Strategic Planning Group, Inc.
● SEC registered since 2011CRD 124855SEC# 801-72178Wellesley, MA
Reg. AUM
$218.6M
Employees
3
Accounts
724
Location
Wellesley, MA
Strategic Planning Group, Inc. assets under management
Strategic Planning Group, Inc. is a registered investment adviser overseen by the SEC based in Wellesley, MA. The firm has been registered since 2011. It reports $218.6 million in regulatory assets under management and employs 3 people.
Strategic Planning Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Alexander Rourke Control | President | Over 75% | 2004 |
| Jarrod Andrew Sherman | Chief Compliance Officer | 10-25% | 2009 |
Frequently asked questions
How much does Strategic Planning Group, Inc. manage?
Strategic Planning Group, Inc. reports $218.6 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Planning Group, Inc. have?
Strategic Planning Group, Inc. reports 3 employees.
Where is Strategic Planning Group, Inc. located?
Strategic Planning Group, Inc. is based in Wellesley, MA and has been SEC-registered since 2011.
Does Strategic Planning Group, Inc. disclose fund performance?
Strategic Planning Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 57 River Street, #306, Wellesley, MA 02481 |
| Phone | 781-444-9010 |
| Fax | 781-444-8876 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$218.6M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$218.6Mregulatory AUM
Discretionary $212.6MNon-discretionary $6M