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| The Retirement Planning Company of New England Inc
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|---|---|
| CRD # | 108705 |
| SEC # | 801-55956 |
| CIK # | 0001817693 |
| AUM | 394.4 M (2026-03-13) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 401-453-5558 |
| Address | 1287 Post Road Warwick, RI 02888 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.2 | ||
| Apple Inc | 8.9 | ||
| Kempharm Inc | 6.1 | ||
| Alphabet Inc | 5.4 | ||
| Broadcom Inc | 4.7 | ||
| Alphabet Inc | 4.5 | ||
| AbbVie Inc | 4.4 | ||
| Amazon Com Inc | 4.3 | ||
| Facebook Inc | 4.3 | ||
| Boeing Co | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 429 | 131.3 |
| (b) Individuals (high net worth individuals) | 136 | 262.8 |
| (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 | 1 | 0.3 |
| (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 | 1,312 | 394.4 |
| By Discretionary | ||
| Discretionary | 1,275 | 371.0 |
| Non-Discretionary | 37 | 23.4 |
| Total | 1,312 | 394.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 394.2 | |
| Total | 1,312 | 394.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001817693] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kiker Wealth Management LLC
✚
|
GA | 395.1 M |
|
Quarry Hill Advisors LLC
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|
MN | 394.8 M |
|
Gen-Wealth Partners Inc
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MI | 394.8 M |
|
Hunter Lewis LLC
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VA | 394.6 M |
|
Cargile Investment Management Inc
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TX | 394.6 M |
|
Vawter Financial Ltd
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OH | 394.4 M |
|
Integrity Investment Advisors LLC
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|
394.3 M | |
|
MN Wealth Advisors LLC
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|
KS | 394.2 M |
|
AJ Advisors LLC
✚
|
TN | 393.9 M |
|
Virginia Wealth Management Group Inc
✚
|
VA | 393.8 M |