Northeast Planning Associates, Inc.
Northeast Planning Associates, Inc. is an SEC-registered mass-market adviser in Bedford, NH with $414.0M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Northeast Planning Associates, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131406, SEC 801-110475, data through 2026-05-08.
- AUM (assets under management / regulatory AUM)
- $414.0M (2026-05-08)
- Firm type
- Mass-Market Adviser
- Location
- Bedford, NH
- Employees
- 129
- Clients
- 959
- CRD
- 131406
- Ownership
- HIERS, EDWARD, CHARLES; HIERS, BENJAMIN, J; HARTMAN, MICHAEL, JOHN
How much AUM does Northeast Planning Associates, Inc. have?
Northeast Planning Associates, Inc. reported $414.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-08).
Who owns Northeast Planning Associates, Inc.?
Disclosed owners and executives of Northeast Planning Associates, Inc. include HIERS, EDWARD, CHARLES, HIERS, BENJAMIN, J, HARTMAN, MICHAEL, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.