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| New England Professional Planning Group Inc
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|
|
|---|---|
| CRD # | 108868 |
| SEC # | 801-15330 |
| CIK # | 0001540867 |
| AUM | $937.2 MM (2023-03-23) |
| Employees | 18 (50% Investors, 72% Brokers) |
| Phone | 401-596-2800 |
| Address | 9 Granite Street Westerly, RI 02891 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| RJF | 19,897.9 | 3.6 | |
| PFE | 284,248.0 | 2.4 | |
| XOM | 385,508.3 | 1.2 | |
| AAPL | 2,382,844.0 | 0.6 | |
| UNP | 133,995.4 | 0.5 | |
| GD | 61,231.2 | 0.4 | |
| CSCO | 178,309.9 | 0.4 | |
| BAC | 278,315.2 | 0.3 | |
| ADI | 77,186.0 | 0.3 | |
| PG | 338,108.9 | 0.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,029 | 348.0 |
| (b) Individuals (high net worth individuals) | 268 | 578.1 |
| (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 | 9 | 11.1 |
| (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 | 2,378 | 937.2 |
| By Discretionary | ||
| Discretionary | 2,087 | 869.3 |
| Non-Discretionary | 291 | 67.9 |
| Total | 2,378 | 937.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 933.4 | |
| Total | 2,378 | 937.2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001540867] |
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|---|---|---|
|
Verus Capital Partners LLC
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|
AZ | 0.9 |
|
Centennial Securities Company Inc
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MI | 0.9 |
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CA | 0.9 |
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Truadvice LLC
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FL | 0.9 |
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Graves Light Lenhart Wealth Inc
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VA | 0.9 |
|
Packerland Brokerage Services Inc
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|
WI | 0.9 |
|
Wallington Asset Management LLC
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|
IN | 0.9 |
|
Retirement Investment Advisors Inc
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|
OK | 0.9 |
|
West Chester Capital Advisors Inc
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|
PA | 0.9 |