New England Professional Planning Group Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New England Professional Planning Group Inc
CRD #108868
SEC #801-15330
CIK #
AUM $755.9 MM (92% Disc, 100% US)
Employees15 (47% Investors, 60% Brokers)
Phone401-596-2800
Address9 Granite Street
Westerly, RI 02891
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IVV 18.7
IXUS 16.0
IJH 9.3
PFE 230,400.0 8.6
IJR 4.3
BNDX 1.7
XOM 337,850.0 1.6
RJF 11,420.0 1.6
VT 1.1
KO 197,430.0 0.7
View All
Holdings by Sector ($BB)
Comparable Firms State AUM ($BB)
Vestor Capital LLC
IL
0.8
Boulay Financial Advisors LLC
MN
0.8
Sound View Wealth Advisors Group LLC
GA
0.8
First National Corporation
MA
0.8
Target Asset Management PTE Ltd
0.8
Bogart Wealth LLC
VA
0.7
Freeman Investment Management Co LLC
CA
0.7
Cooper Financial Group
CA
0.7
McLean Asset Management Corporation
VA
0.7
Ausdal Financial Partners Inc
IA
0.7