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Home > Retirement Planners > rhode island > warwick > THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.
THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.
1287 Post Road
Warwick, Rhode Island 02888
Tel: 401-453-5558
About THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.
THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC, formally registered with the SEC as THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC. The firm was established in 10/13/1998. They have over 1 offices throughout the country.
THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC. is a Warwick, Rhode Island based Financial Planning firm with nearly $278,833,631 assets under management, offering retirement planning & investment advisory services to 1248 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108705 |
| SEC# | 801-55956 |
| Assets Managed by Firm | $278,833,631 |
| No. of Clients | 1248 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1248 | $278,833,631 |
| Individuals (other than high net worth individuals) | 370 | $90,479,777 |
| High net worth individuals | 109 | $188,086,547 |
| Charitable organizations | 1 | $267,307 |
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|---|---|---|---|
| $219,221,467,379 | 605 | 168 | |
| $24,631,658,238 | 40 | 143 | |
| $9,188,004,183 | 53044 | 418 | |
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| $1,879,594,055 | 1833 | 21 |
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