STRATEGIC PLANNING GROUP
Firm details
- Headquarters
- BOUNTIFUL, Utah
- CRD number
- 113844
- Registered since
- February 22, 2018
- Website
- www.spgutah.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI67.85%
- Individuals29.28%
- Pension & Profit Sharing Plans2.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Strategic Planning Group is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm is owned by an individual and positions itself as a capital allocator that serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. The firm charges clients via a mix of percentage-of-AUM fees, hourly fees, fixed fees and other arrangements. Strategic Planning Group does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents15%
Owners & executives
2 of 2RYAN CRANER
President, Chief Executive OfficerCRD 1752377
WILLIAM DRAPER
Chief Compliance OfficerCRD 4907513
Contacts
3 of 6THOMAS CRANER
Wealth Management AdvisorCRD 6488075
ETHAN CALL
Portfolio AnalystCRD 7323814
JORDAN BAILEY
Client ServicesCRD 6346991
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$200M in ETFs
50%
$101M
50%
$99.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF (SCIO) | First Trust | Active | Multisector Bond | $49.3M | 2,388,645 | 24.60% |
Location
BOUNTIFUL, UT
DAVIS
Location
BOUNTIFUL, UT
Headquartered in BOUNTIFUL, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- DAVIS
- Address
- 190 S Main St
- Time zone
- MT (UTC-7)
- Office locations
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