THE PLANNING GROUP OF SCOTTSDALE, LLC
SEC file number 801-66972
· SCOTTSDALE, AZ
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$97.9M
Discretionary AUM
$97.9M
Employees
—
Clients
250
Firm
- Address
- 8800 N. GAINEY CENTER DRIVE
SCOTTSDALE, AZ 85258 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
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Creative Planning Employee Investment, LLC · D · Apr 14, 2025$12.5M
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Habitec:Architecture & Planning · D · Mar 20, 2025$250K
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Foursquare Integrated Transportation Planning, Inc. · D · Feb 10, 2025$500K
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Creative Planning Employee Investment, LLC · D · Jan 27, 2025$1.2M