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Building 2THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.

Map pinWARWICK, RI
Phone401-453-5558
NotebookSEC #801-55956
Total AUM
$394.4M
Employees
4
Clients
566

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1287 POST ROAD
WARWICK
RI 02888
United States
Operating Hours
9:30-4:00
Monday - Friday
Phone
401-453-5558

ReceiptFinancials

Total AUM
$394.4M
Accounts
1,312
Discretionary
$371M
Accounts
1,275
Non-Discretionary
$23.4M
Accounts
37

ContactClients

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Individual Clients
429
AUM
$131.3M
HNW Individual Clients
136
AUM
$262.8M
Charitable Organization Clients
1
AUM
$328.5K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COCTFLMANCNHNYRITXVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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