The Retirement Planning Company Of New England, Inc.
The Retirement Planning Company Of New England, Inc. is an SEC-registered mass-market adviser in Warwick, RI with $394.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns The Retirement Planning Company Of New England, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108705, SEC 801-55956, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $394.4M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Warwick, RI
- Employees
- 4
- Clients
- 566
- CRD
- 108705
- Ownership
- ALLAIRE, DAVID, WILLIAM; HONISS, ROBIN; PAPPAS, SOTIRIOS, MIKE; WORTHLEY, KEVIN, R; ALVANOS, LEAH, M
How much AUM does The Retirement Planning Company Of New England, Inc. have?
The Retirement Planning Company Of New England, Inc. reported $394.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns The Retirement Planning Company Of New England, Inc.?
Disclosed owners and executives of The Retirement Planning Company Of New England, Inc. include ALLAIRE, DAVID, WILLIAM, HONISS, ROBIN, PAPPAS, SOTIRIOS, MIKE, WORTHLEY, KEVIN, R, ALVANOS, LEAH, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.