New England Capital Planners, Inc.
New England Capital Planners, Inc. (CRD# 109708) is a financial advisory firm headquartered in Avon, CT. They manage $151,500,000 in 222 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
New England Capital Planners, Inc.
By the Numbers
-
Total Assets Under Management152MILLION
-
Total Number of Accounts222ACCOUNTS
-
Average Account Value$682,432
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, MA
Financial Advisors at New England Capital Planners, Inc.
No Advisor Found.
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