Adviser Profile
| As of Date | 04/02/2026 |
| Registration status | Registration Changed to ADVANCED PLANNING ADVISORS GROUP INC. |
| ADV Location | NAPERVILLE, IL, United States |
| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 117,976,315 17% |
| of that, discretionary | 117,976,315 17% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 106,766 -34% |
| % High Net Worth | 11.42% -1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds