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| Happy Holidays!! thanks for using AUM13F!! |
| The Retirement Planning Company of New England Inc
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| CRD # | 108705 |
| SEC # | 801-55956 |
| CIK # | 0001817693 |
| AUM | $336.3 M (2025-03-28) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 401-453-5558 |
| Address | 1287 Post Road Warwick, RI 02888 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001817693 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.7 | ||
| Apple Inc | 7.2 | ||
| Facebook Inc | 5.0 | ||
| Kempharm Inc | 4.9 | ||
| Microsoft Corp | 4.7 | ||
| Amazon Com Inc | 4.5 | ||
| Broadcom Inc | 4.4 | ||
| Blackstone Group LP | 4.2 | ||
| AbbVie Inc | 3.7 | ||
| Boeing Co | 3.5 | ||
| Eaton Corp Ltd | 3.5 | ||
| Alphabet Inc | 3.3 | ||
| VISA Inc | 3.0 | ||
| Alphabet Inc | 2.9 | ||
| Kinder Morgan Inc | 2.3 | ||
| Netflix Inc | 2.3 | ||
| United Technologies Corp /DE/ | 2.3 | ||
| Philip Morris International Inc | 2.3 | ||
| Exxon Mobil Corp | 2.1 | ||
| Lilly Eli & Co | 2.1 | ||
| Bank of America Corp /DE/ | 2.1 | ||
| Alibaba Group Holding Ltd | 2.1 | ||
| Goldman Sachs Group Inc | 2.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 448 | 109.6 |
| (b) Individuals (high net worth individuals) | 123 | 226.4 |
| (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 | 1,324 | 336.3 |
| By Discretionary | ||
| Discretionary | 1,287 | 324.2 |
| Non-Discretionary | 37 | 12.1 |
| Total | 1,324 | 336.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 336.1 | |
| Total | 1,324 | 336.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001817693] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bay Harbor Wealth Management LLC
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|
MD | 0.3 |
|
Banorte Asset Management Inc
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|
TX | 0.3 |
|
Sutton Place Investors LLC
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|
NY | 0.3 |
|
Paragon Financial Partners Inc
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|
CA | 0.3 |
|
Blackhawk Capital Partners LLC
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|
WI | 0.3 |
|
Palm Valley Capital Management LLC
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|
FL | 0.3 |
|
Poinciana Advisors Group LLC
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|
FL | 0.3 |
|
CornerStone Financial Planning LLC
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|
NH | 0.3 |
|
Blossom Wealth Management LLC
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|
0.3 | |
|
Julex Capital Management LLC
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|
MA | 0.3 |