NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.
Doing business as PROFESSIONAL PLANNING GROUP. SEC Form ADV profile.
Total regulatory AUM
$1,316,426,626
Discretionary
$1,245,123,267
Non-discretionary
$71,303,359
Firm details
- CRD number
- 108868
- SEC file number
- 801-15330
- Main office
- WESTERLY, RI, United States
- Employees
- 16
- SEC status
- Approved
- Website
- http://www.ppgadvisors.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.