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NORTHEAST PLANNING ASSOCIATES, INC.

Tel: (603) 471-0900
43 Constitution Drive
Bedford, New Hampshire  03110

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NORTHEAST PLANNING ASSOCIATES, INC.

NORTHEAST PLANNING ASSOCIATES, INC. is a Bedford, New Hampshire based financial advisory firm with nearly $301,435,475 in assets under management and provides investment advisory services for 1318 clients. There are currently 122 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Other (WHITE LABELING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

131406

SEC#:

801-110475

No. of Clients:

1318

Assets under Management

$301,435,475

No. of Advisors:

122

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