ESTATE PLANNERS OF NEW ENGLAND, LLC

RIASEC Registered
Total AUM
$52M
Discretionary
$52M
100% of AUM
Avg account
$189K
Accounts
275
Employees
2
Advisory reps
2

Firm details

Headquarters
PORTSMOUTH, New Hampshire
CRD number
133353
Website
www.epne.net
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals54.81%
  • HNWI45.19%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Estate Planners of New England, LLC operates as a limited liability company focused on providing financial planning and portfolio management services primarily for individuals and families. The firm emphasizes a personalized approach to wealth management, tailoring its services to meet the unique needs of its clients. While the firm does not actively engage in ESG investing, it offers a range of investment options, including traditional financial instruments and alternative investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, Exchange Traded Equities 12%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 6%, Non-Exchange Traded Equities 5%, State & Local Bonds 2%, Private Funds 1%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities12%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents6%
  • Non-Exchange Traded Equities5%

Contacts

2 of 2

  • ERIC FLAIM

    Managing DirectorCRD 4618103

  • GREGG MARKS

    Director of OperationsCRD 1908146

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PORTSMOUTH, NH

ROCKINGHAM

Location

PORTSMOUTH, NH

Headquartered in PORTSMOUTH, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ROCKINGHAM
Address
1 New Hampshire Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth