Retirement Planning Co Of New England Inc is a large advisory firm based in Warwick. It manages $99.88 million of regulatory assets for 820 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Maryland, and 4 other states.
Retirement Planning Co Of New England provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Retirement Planning Co Of New England Inc is $99.88 million. The firm's AUM has grown by 825% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Retirement Planning Co Of New England Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David William Allaire has been acting as President since 1 Apr 1996. Scott Bruce Seidman joined the executive team most recently as the Advisor.
The principal office where Retirement Planning Co Of New England Inc performs its advisory services is located at 1287 Post Road, Warwick, RI 02888, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 401-453-5558 or by fax 401-421-1451. The normal business hours are 9:30-4 on Monday - Friday. You can find more information about the New York firm at 100shares.com.