← Back to searchVisit website
THE ESTATE PLANNERS GROUP
THE ESTATE PLANNERS GROUP LLC
CRD 124418 · SEC 801-110033
37 S. DELAWARE AVENUE, SUITE 1, YARDLEY, PA, 19067, United States
Phone
215-321-4410
Fax
215-321-4405
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$422.1M
Discretionary AUM
$421.6M
Team
5 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsADVICE ON INSURANCE PRODUCTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 167 | $63.3M |
| High net worth individuals | 173 | $358.5M |
| Charitable organizations | 2 | $342K |
States served
CO, NJ, PA, FL
All web addresses on file
Official SEC filing: View on IAPD