RIA Intel›Advisers›New Jersey›AMERICAN ECONOMIC PLANNING GROUP INC

AMERICAN ECONOMIC PLANNING GROUP INC

Advisory

N·WARREN, NJ

Data as of Jun 28, 2019 · Source: SEC Form ADV

Total AUM

$913M

1-Year AUM Growth

+2.5%

3-Year CAGR

+1.3%

Employees

15

Assets Under Management

Total AUM$913M

Discretionary AUM$658M

Non-Discretionary AUM$255M

Discretionary %72.1%

Total Clients—

Team

Total Employees15

Investment Advisers15

Employee Growth (1Y)—

Filing History

Total Filings on Record50

First FilingJan 31, 2001

Latest FilingJun 28, 2019

🔒 Full AUM trend chart and 50 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AMERICAN ECONOMIC PLANNING GROUP INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.