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ESTATE PLANNERS OF NEW ENGLAND, LLC
603-425-6614
SEC #801-64743Total AUM
$53M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9 A.M. - 5 P.M.
MONDAY-THURSDAY 9A.M.-5 P.M., FRIDAY 9A.M.-1P.M.
MONDAY-THURSDAY 9A.M.-5 P.M., FRIDAY 9A.M.-1P.M.
Phone
603-425-6614
Financials
Total AUM
$53M
Accounts
450Discretionary
$53M
Accounts
450Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLMANH
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.