The Estate Planners Group
Firm details
- Headquarters
- Yardley, Pennsylvania
- CRD number
- 124418
- Registered since
- March 8, 2017
- Website
- www.epgnow.net
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.93%
- Individuals14.99%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Estate Planners Group is an independent registered investment adviser organized as an LLC and SEC-registered in 2017. Owned by an individual, the firm operates as a capital allocator and charges clients on a percentage-of-AUM basis. Its business mix includes insurance brokerage and advisory work focused on financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The firm is not positioned as an ESG investor and is not reported as a multi-state adviser despite maintaining multiple offices. It also serves institutional as well as individual and family clients and holds roles as a sponsor/GP and managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds21%
- Private Funds10%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Owners & executives
1 of 1Katherine Kirkner
Chief Compliance & Operations OfficerCRD 8246601
Contacts
3 of 6
Jeffrey Loesser
Financial AdvisorCRD 6580161
Michael Sullivan
Head of Advisory ServicesCRD 2962858
Christopher Loesser
Financial AdvisorCRD 8151966
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$136M in ETFs
70%
$95.7M
25%
$40.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $20.5M | 27,852 | 15.03% |
Location
Yardley, PA
Bucks
Location
Yardley, PA
Headquartered in Yardley, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Bucks
- Address
- 37 S Delaware Ave
- Time zone
- ET (UTC-5)
- Office locations
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