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STANDARD PLANNING COMPANY
ROCKPORT, MA
978-546-9800
SEC #801-68770Total AUM
$29M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11 SCHOOL STREET
ROCKPORT
MA 01966
United States
ROCKPORT
MA 01966
United States
Operating Hours
8:30 -5:00
Monday - Friday
Monday - Friday
Phone
978-546-9800
Financials
Total AUM
$29M
Accounts
230Discretionary
$0
Accounts
0Non-Discretionary
$29M
Accounts
230
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.