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| Happy Holidays!! thanks for using AUM13F!! |
| Northeast Planning Associates Inc
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| CRD # | 131406 |
| SEC # | 801-110475 |
| CIK # | 0001914515 |
| AUM | $327.7 M (2025-07-09) |
| Employees | 131 (48% Investors, 48% Brokers) |
| Phone | 603-471-0900 |
| Address | 43 Constitution Drive Bedford, NH 03110 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Silver Trust | 13.9 | ||
| Oracle Corp | 0.9 | ||
| Apple Inc | 0.6 | ||
| Sprott Physical Silver Trust | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,094 | 258.4 |
| (b) Individuals (high net worth individuals) | 43 | 69.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,467 | 327.7 |
| By Discretionary | ||
| Discretionary | 1,466 | 327.5 |
| Non-Discretionary | 1 | 0.2 |
| Total | 1,467 | 327.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 327.7 | |
| Total | 1,467 | 327.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001914515] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Altruist Financial Advisors LLC
✚
|
0.3 | |
|
Morey & Quinn Wealth Partners LLC
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|
NE | 0.3 |
|
Adapt Wealth Advisors LLC
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GA | 0.3 |
|
Capasso Planning Partners LLC
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SC | 0.3 |
|
TFR Capital LLC
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|
TX | 0.3 |
|
Kirtland Financial Management Inc
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|
FL | 0.3 |
|
Henderson Brothers Financial Partners LLC
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|
PA | 0.3 |
|
American Assets Capital Advisers LLC
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|
CA | 0.3 |
|
van Clemens Wealth Management LLC
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|
MN | 0.3 |
|
Callahan Wealth Advisory LLC
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|
0.3 |