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THE ESTATE PLANNERS GROUP
37 S. Delaware Avenue
Suite 1
Yardley, Pennsylvania 19067
Tel: 215-321-4410
About THE ESTATE PLANNERS GROUP
THE ESTATE PLANNERS GROUP, formally registered with the SEC as THE ESTATE PLANNERS GROUP. The firm was established in 03/08/2017. They have over 3 offices throughout the country.
THE ESTATE PLANNERS GROUP is a Yardley, Pennsylvania based Financial Planning firm with nearly $328,600,000 assets under management, offering retirement planning & investment advisory services to 220 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124418 |
| SEC# | 801-110033 |
| Assets Managed by Firm | $328,600,000 |
| No. of Clients | 220 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
- Other (ADVICE ON INSURANCE PRODUCTS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 220 | $328,600,000 |
| Individuals (other than high net worth individuals) | 132 | $68,900,000 |
| High net worth individuals | 88 | $259,600,000 |
| Charitable organizations | 1 | $100,000 |
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