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- Custodian
- Interactive Brokers ยท Mainstar Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2007
- Office Locations
- 1
Office Locations
About Isakov Planning Group Inc.
Isakov Planning Group is an independent, fiduciary financial planning firm serving individuals, families, and business owners/executives. Established in 2008, it provides personalized planning, investment planning and portfolio construction (including ETF and mutual fund use), asset-protection and risk-management strategies, and estate/legacy and tax planning, including considerations for foreign residents with U.S. property. It also offers life, disability, medical, and long-term care insurance with no ties to a single insurer.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ALBERT N ISAKOV
Financial Advisor
- CRD
- --
- Ownership
- Less than 5%
Eugene Kuntorovsky
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #6933483
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,408,951 | -- |
| Non-Discretionary | $34,077,858 | -- |
| Total | $55,486,809 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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