THE ESTATE PLANNERS GROUP LLC
Doing business as THE ESTATE PLANNERS GROUP. SEC Form ADV profile.
Total regulatory AUM
$422,065,000
Discretionary
$421,570,000
Non-discretionary
$495,000
Firm details
- CRD number
- 124418
- SEC file number
- 801-110033
- Main office
- YARDLEY, PA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.