Allocator Index · CRD 108868

PROFESSIONAL PLANNING GROUP

Westerly, RI · (401) 596-2800 · ppgadvisors.com

SEC IAPD record ↗

Fit score

50

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

378

Other individuals

903

HNW assets

$948.3M

Total AUM

$1.32B

Employees

16

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.