Business ProfileforStrategic Planning Group, Inc.
Additional business information
The following describes a government action that has been resolved by either a settlement or a decision by a court or administrative agency. If the matter is being appealed, it will be noted below.
On 9/24/2019 the Massachusetts Securities Division announced a consent order with Strategic Planning Group, Inc. The consent order outlines that principals of the business did not disclose to its clients that they had private interests in the stock of a specific securities offering. Without admitting or denying guilt, the business has agreed to pay an administrative fee of $225,000 in installments to the Commonwealth, as well as perform other administrative duties as outlined in the Order, including providing a copy of the Order to any affected clients.
At-a-glance
Related Categories
Overview
Business Details
- Location of This Business
- 57 River St Ste 306, Wellesley Hills, MA 02481-2060
- BBB File Opened:
- 1/1/1994
- Years in Business:
- 30
- Business Started:
- 1/1/1994
- Business Incorporated:
- 3/15/1995
- Type of Entity:
- Corporation
- Number of Employees:
- 8
- Business Management
- Mr. Jack Phelps, Principal
- Contact Information
Principal
- Mr. Jack Phelps, Principal
Customer Contact
- Mr. Jack Phelps, Principal
- Mr. David Rourke, Principal
- Additional Contact Information
Fax Numbers
- (781) 444-8876Primary Fax
Email Addresses
- Primary
- (781) 444-8876
Customer Complaints
0 Customer Complaints
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