RIA Intel›Advisers›Rhode Island›NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.

NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.

Advisory

N·WESTERLY, RI

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
+12.6%
3-Year CAGR
+2.6%
Employees
9
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.2B
Non-Discretionary AUM$71M
Discretionary %94.6%
Total Clients1,296
Team
Total Employees9
Investment Advisers16
Employee Growth (1Y)-11.1%
Filing History
Total Filings on Record70
First FilingJan 30, 2001
Latest FilingMar 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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