← Back to searchVisit website
ESTATE PLANNERS OF NEW ENGLAND, LLC
CRD 133353 · SEC 801-64743
1 NEW HAMPSHIRE AVE, SUITE 125, PORTSMOUTH, NH, 03801, United States
Phone
603 766 4951
Fax
866 496 4077
Registration
— (—)
Source
State registered
Total AUM
$52.0M
Discretionary AUM
$52.0M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2025-01-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | $28.5M |
| High net worth individuals | 18 | $23.5M |
All web addresses on file
Official SEC filing: View on IAPD