US Planning Group
Likely to Engage tag.Highly Engaged Employees

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

303 Perimeter Ctr N Ste 300, Atlanta, Ge...

Phone Number

(770) 395-9595

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About US Planning Group

U.S. Planning Group, Inc. is a financial advisory firm dedicated to empowering advisory careers through innovative strategies and unwavering support. The firm offers a comprehensive range of investment and financial services, focusing on building long-lasting relationships with clients while providing education and guidance. They aim to create an environment that fosters personal development and client success, making them an ideal partner for independent advisors. Their target clients include financial professionals seeking to enhance their advisory practices and achieve financial independence.Explore more
US Planning Group's Social MediaPopular SearchesUs Planning Group IncPlanning Group IncU S Planning Group IncPlanning GroupAmerican Planning GroupSIC Code 62,628NAICS Code 52,523Show more

US Planning Group Org Chart

PhoneEmail
Glenn Williams, President at US Planning Group
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

US Planning Group

<$5M
1-10
Private
<$5M
1995
$5.4M
11-50
Private
-
1986
JB
Jon BrethauerPresident & Shareholder
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
1988
GT
Glenn ToussaintFounder & President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1997
CM
Christine MacInnisPrivate Client Group Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

US Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

US Planning Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about US Planning Group.

US Planning Group financials insights

Gather financial insights about US Planning Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$41K

See All US Planning Group's Financials Insights

US Planning Group Tech Stack

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Frequently Asked Questions Regarding US Planning Group

What is US Planning Group's official website?
US Planning Group's official website is www.usplanning.com
What is US Planning Group's Revenue?
US Planning Group's revenue is <$5 Million
What is US Planning Group's SIC code?
US Planning Group's SIC: 62,628
What is US Planning Group's NAICS code?
US Planning Group's NAICS: 52,523
How many employees does US Planning Group have?
US Planning Group has 1-10 employees
What industry does US Planning Group belong to?
US Planning Group is in the industry of: Finance, Securities Trading
What is US Planning Group competition?
US Planning Group top competitors include: Ratcliff Financial Services, Focus Financial Network, Waterford Advisors, Toussaint Financial Associates
What technology does US Planning Group use?
Some of the popular technologies that US Planning Group uses are: Cloudflare Website Optimization, Smarsh, Google Tag Manager, FMG Suite
How do I contact US Planning Group?
US Planning Group contact info: Phone number: (770) 395-9595 Website: www.usplanning.com
What does US Planning Group do?

U.S. Planning Group, Inc. is a financial advisory firm dedicated to empowering advisory careers through innovative strategies and unwavering support. The firm offers a comprehensive range of investment and financial services, focusing on building long-lasting relationships with clients while providing education and guidance. They aim to create an e... nvironment that fosters personal development and client success, making them an ideal partner for independent advisors. Their target clients include financial professionals seeking to enhance their advisory practices and achieve financial independence.Read More

What are US Planning Group social media links?
US Planning Group Linkedin page US Planning Group Facebook page
Is US Planning Group a public company?
US Planning Group is private company therefore does not currently have an official ticker symbol
See more information about US Planning Group

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