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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| New England Financial Planning Group LLC
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|---|---|
| CRD # | 105254 |
| SEC # | 801-17130 |
| CIK # | |
| AUM | $226.9 M (2025-02-25) |
| Employees | 6 (33% Investors, 50% Brokers) |
| Phone | 781-272-2200 |
| Address | 69 Winn Street Burlington, MA 01803 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 41.1 |
| (b) Individuals (high net worth individuals) | 65 | 185.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 709 | 226.9 |
| By Discretionary | ||
| Discretionary | 383 | 117.6 |
| Non-Discretionary | 326 | 109.3 |
| Total | 709 | 226.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 224.1 | |
| Total | 709 | 226.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Carroll Advisory Group LLC
✚
|
TX | 0.2 |
|
Harbor Island Capital LLC
✚
|
MA | 0.2 |
|
Centric Advisors LLC
✚
|
TX | 0.2 |
|
Hoffman Alan Nathan
✚
|
0.2 | |
|
Alliant Securities Inc
✚
|
WA | 0.2 |
|
Kristen E Coombs LLC
✚
|
PA | 0.2 |
|
Journey Beyond Wealth LLC
✚
|
GA | 0.2 |
|
Summit Wealth Management Group Inc
✚
|
CA | 0.2 |
|
Woodside Wealth Management LLC
✚
|
MA | 0.2 |
|
Graham Capital Wealth Management LLC
✚
|
DC | 0.2 |