Estate Planners Of New England, LLC
Estate Planners Of New England, LLC (CRD# 133353) is a financial advisory firm headquartered in Portsmouth, NH. They manage $44,200,000 in 232 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Estate Planners Of New England, LLC
By the Numbers
-
Total Assets Under Management44MILLION
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Total Number of Accounts232ACCOUNTS
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Average Account Value$190,517
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, ME, NH
Financial Advisors at Estate Planners Of New England, LLC
1
Eric Flaim (CRD# 4618103) is the Managing Director at Estate Planners of New England LLC, in Portsmouth, NH and has over 15 years of experience in the finance industry.
2
Gregg Marks (CRD# 1908146) is an Investment Advisor Representative working at Estate Planners Of New England, LLC in Portsmouth, NH and has over 33 years of experience in the finance industry.
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