New England Professional Planning Group Inc

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Assets, Funds, Holdings

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New England Professional Planning Group Inc
CRD #108868
SEC #801-15330
CIK #0001540867
AUM$755.9 MM
Employees15
Phone401-596-2800
Address9 Granite Street
Westerly, RI 2891
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($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 ($BB)
Comparable Firms AUM ($BB)
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Capital Wealth Management LLC
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New England Investment Consultants Ltd
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Strategic Point Investment Advisors LLC
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Corrigan Financial Inc
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REX Capital Advisors LLC
0.8
Endurance Wealth Management Inc
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Young Richard C & Co Ltd
1.0
Matheys Lane Capital Management LP
1.0