ISAKOV PLANNING GROUP INC.
Firm details
- Headquarters
- SOUTHAMPTON, Pennsylvania
- CRD number
- 153685
- Website
- isakovgroup.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans61.42%
- Individuals22.81%
- HNWI15.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Isakov Planning Group Inc. is an independent registered investment adviser that serves both individual/family clients and institutional accounts. The firm combines financial planning and portfolio management services for individuals, small businesses, and institutions, and offers pension consulting and third-party manager selection. It operates as a capital allocator and also functions as an insurance broker. Fee arrangements include percentage-of-assets and fixed-fee models. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities71%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents10%
- Non-Exchange Traded Equities1%
Contacts
2 of 2Eugene Kuntorovsky
Managing PartnerCRD 6933483
ALBERT ISAKOV
ShareholderCRD 5233025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOUTHAMPTON, PA
BUCKS
Location
SOUTHAMPTON, PA
Headquartered in SOUTHAMPTON, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- BUCKS
- Address
- 671 2nd Street Pike
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
MCKENNA & SULLIVAN INC
RIASOUTHAMPTON, PA
STRUBEL INVESTMENT MANAGEMENT, LLC
RIALANCASTER, PA
KELLNER CAPITAL MANAGEMENT, INC.
RIAPHILADELPHIA, PA
NORTHEAST ADVISORY GROUP, LLC
RIASCRANTON, PA
WEALTHCARE SOLUTIONS, LLC
RIARADNOR, PA
SUMMIT INVESTMENT ADVISORY GROUP LLC
RIAHUNTINGDON VALLEY, PA