RIA Intel›Advisers›New Hampshire›NORTHEAST PLANNING ASSOCIATES, INC.

NORTHEAST PLANNING ASSOCIATES, INC.

Advisory

N·BEDFORD, NH

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

Total AUM
$414M
1-Year AUM Growth
+17.9%
3-Year CAGR
+10.4%
Employees
69
Assets Under Management
Total AUM$414M
Discretionary AUM$414M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,137
Team
Total Employees69
Investment Advisers129
Employee Growth (1Y)—
Filing History
Total Filings on Record15
First FilingApr 17, 2017
Latest FilingMar 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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