Standard Planning Company

Standard Planning Company (CRD# 129507) is a financial advisory firm headquartered in Rockport, MA. They manage $72,000,000 in 241 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 725, Rockport, MA 01966
https://www.standardplanning.com
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $298,755
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Standard Planning Company
Showing 1 - 1 of 1 top financial advisors.
1
Bruce Holdridge, financial advisor Rockport MA
Bruce E. Holdridge
CRD#: 1050676
Rockport, MA

Bruce Holdridge (CRD# 1050676) is an Investment Advisor Representative working at Standard Planning Company in Rockport, MA and has over 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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