DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
NORTHEAST PLANNING ASSOCIATES, INC.
Tel: (603) 471-0900
43 Constitution Drive Bedford, New Hampshire 03110
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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