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Building 2NEW ENGLAND CAPITAL PLANNERS, INC.

Map pinAVON, CT
Phone860-676-9977
NotebookSEC #801-111923
Total AUM
$151.5M
Employees
5
Clients
125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
152 SIMSBURY RD.
BUILDING 9
AVON
CT 06001
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
860-676-9977

ReceiptFinancials

Total AUM
$151.5M
Accounts
222
Discretionary
$81.5M
Accounts
187
Non-Discretionary
$70M
Accounts
35

ContactClients

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Individual Clients
70
AUM
$18.5M
HNW Individual Clients
41
AUM
$93M
Pension/Profit Sharing Plan Clients
14
AUM
$40M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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