THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.
CRD #108705 SEC #801-55956 WARWICK, RI 401-453-5558
SEC Registered
Total AUM
$336.3M
Discretionary
$324.2M
Employees
4
Clients
0
Accounts
1,324
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $336.3M | $324.2M | $12.1M | 4 | 0 |
| May 2024 | $278.8M | $259.6M | $19.2M | 4 | 0 |
| Mar 2024 | $278.8M | $259.6M | $19.2M | 4 | 0 |
| Mar 2023 | $228.2M | $211.4M | $16.8M | 4 | 0 |
| Mar 2022 | $262.5M | $243.5M | $18.9M | 4 | 0 |
| Mar 2021 | $210.6M | $195.6M | $15M | 4 | 0 |
| Jun 2020 | $180.4M | $167.5M | $12.9M | 4 | 0 |
| Apr 2020 | $180.4M | $167.5M | $12.9M | 4 | 0 |
| Mar 2020 | $180.4M | $167.5M | $12.9M | 4 | 0 |
| Mar 2019 | $142.1M | $131.9M | $10.2M | 4 | 0 |
| Nov 2018 | $138M | $131.9M | $6.1M | 4 | 0 |
| Apr 2018 | $138M | $131.9M | $6.1M | 4 | 0 |
| Mar 2018 | $138M | $131.9M | $6.1M | 4 | 0 |
| Mar 2017 | $117.4M | $108.7M | $8.6M | 3 | 779 |
| Jun 2016 | $101.9M | $96.8M | $5.1M | 3 | 400 |
| Apr 2016 | $101.9M | $96.8M | $5.1M | 3 | 400 |
| Mar 2016 | $101.9M | $96.8M | $5.1M | 3 | 400 |
| Jul 2015 | $104.2M | $98.8M | $5.4M | 3 | 400 |
| Mar 2015 | $104.2M | $98.8M | $5.4M | 3 | 400 |
| Nov 2014 | $99.9M | $90.9M | $9M | 3 | 400 |
| Mar 2014 | $99.9M | $90.9M | $9M | 3 | 400 |
| Feb 2014 | $272.4M | $176.8M | $95.7M | 6 | 400 |
| Jul 2013 | $272.4M | $176.8M | $95.7M | 6 | 400 |
| Apr 2013 | $272.4M | $176.8M | $95.7M | 6 | 400 |
| Apr 2013 | $272.4M | $176.8M | $95.7M | 6 | 400 |
| Feb 2013 | $237.9M | $153.9M | $84.1M | 6 | 300 |
| Mar 2012 | $208.6M | $127.8M | $80.8M | 1 | 300 |
| Jul 2011 | $186.6M | $105.3M | $81.3M | 5 | -- |
| Apr 2011 | $186.6M | $105.3M | $81.3M | 5 | -- |
| Apr 2011 | $186.6M | $105.3M | $81.3M | 5 | -- |
| Mar 2011 | $186.6M | $105.3M | $81.3M | 5 | -- |
| Mar 2010 | $103M | $78.7M | $24.3M | 5 | -- |
| Feb 2009 | $76.8M | $38.6M | $38.2M | 5 | -- |
| Jan 2008 | $134.3M | $64.2M | $70M | 5 | -- |
| Jan 2007 | $133.1M | $62.1M | $71M | 5 | -- |
| Feb 2006 | $115.4M | $48.9M | $66.5M | 5 | -- |
| Sep 2005 | $106.8M | $50.9M | $55.9M | 5 | -- |
| May 2005 | $106.8M | $50.9M | $55.9M | 5 | -- |
| Apr 2002 | $23M | $18.3M | $4.7M | 5 | -- |
| Jun 2001 | $12.7M | $6.7M | $6M | 5 | -- |
DateMar 2025
Total AUM$336.3M
Discretionary$324.2M
Non-Disc.$12.1M
Employees4
Clients0
DateMay 2024
Total AUM$278.8M
Discretionary$259.6M
Non-Disc.$19.2M
Employees4
Clients0
DateMar 2024
Total AUM$278.8M
Discretionary$259.6M
Non-Disc.$19.2M
Employees4
Clients0
DateMar 2023
Total AUM$228.2M
Discretionary$211.4M
Non-Disc.$16.8M
Employees4
Clients0
DateMar 2022
Total AUM$262.5M
Discretionary$243.5M
Non-Disc.$18.9M
Employees4
Clients0
DateMar 2021
Total AUM$210.6M
Discretionary$195.6M
Non-Disc.$15M
Employees4
Clients0
DateJun 2020
Total AUM$180.4M
Discretionary$167.5M
Non-Disc.$12.9M
Employees4
Clients0
DateApr 2020
Total AUM$180.4M
Discretionary$167.5M
Non-Disc.$12.9M
Employees4
Clients0
DateMar 2020
Total AUM$180.4M
Discretionary$167.5M
Non-Disc.$12.9M
Employees4
Clients0
DateMar 2019
Total AUM$142.1M
Discretionary$131.9M
Non-Disc.$10.2M
Employees4
Clients0
DateNov 2018
Total AUM$138M
Discretionary$131.9M
Non-Disc.$6.1M
Employees4
Clients0
DateApr 2018
Total AUM$138M
Discretionary$131.9M
Non-Disc.$6.1M
Employees4
Clients0
DateMar 2018
Total AUM$138M
Discretionary$131.9M
Non-Disc.$6.1M
Employees4
Clients0
DateMar 2017
Total AUM$117.4M
Discretionary$108.7M
Non-Disc.$8.6M
Employees3
Clients779
DateJun 2016
Total AUM$101.9M
Discretionary$96.8M
Non-Disc.$5.1M
Employees3
Clients400
DateApr 2016
Total AUM$101.9M
Discretionary$96.8M
Non-Disc.$5.1M
Employees3
Clients400
DateMar 2016
Total AUM$101.9M
Discretionary$96.8M
Non-Disc.$5.1M
Employees3
Clients400
DateJul 2015
Total AUM$104.2M
Discretionary$98.8M
Non-Disc.$5.4M
Employees3
Clients400
DateMar 2015
Total AUM$104.2M
Discretionary$98.8M
Non-Disc.$5.4M
Employees3
Clients400
DateNov 2014
Total AUM$99.9M
Discretionary$90.9M
Non-Disc.$9M
Employees3
Clients400
DateMar 2014
Total AUM$99.9M
Discretionary$90.9M
Non-Disc.$9M
Employees3
Clients400
DateFeb 2014
Total AUM$272.4M
Discretionary$176.8M
Non-Disc.$95.7M
Employees6
Clients400
DateJul 2013
Total AUM$272.4M
Discretionary$176.8M
Non-Disc.$95.7M
Employees6
Clients400
DateApr 2013
Total AUM$272.4M
Discretionary$176.8M
Non-Disc.$95.7M
Employees6
Clients400
DateApr 2013
Total AUM$272.4M
Discretionary$176.8M
Non-Disc.$95.7M
Employees6
Clients400
DateFeb 2013
Total AUM$237.9M
Discretionary$153.9M
Non-Disc.$84.1M
Employees6
Clients300
DateMar 2012
Total AUM$208.6M
Discretionary$127.8M
Non-Disc.$80.8M
Employees1
Clients300
DateJul 2011
Total AUM$186.6M
Discretionary$105.3M
Non-Disc.$81.3M
Employees5
Clients--
DateApr 2011
Total AUM$186.6M
Discretionary$105.3M
Non-Disc.$81.3M
Employees5
Clients--
DateApr 2011
Total AUM$186.6M
Discretionary$105.3M
Non-Disc.$81.3M
Employees5
Clients--
DateMar 2011
Total AUM$186.6M
Discretionary$105.3M
Non-Disc.$81.3M
Employees5
Clients--
DateMar 2010
Total AUM$103M
Discretionary$78.7M
Non-Disc.$24.3M
Employees5
Clients--
DateFeb 2009
Total AUM$76.8M
Discretionary$38.6M
Non-Disc.$38.2M
Employees5
Clients--
DateJan 2008
Total AUM$134.3M
Discretionary$64.2M
Non-Disc.$70M
Employees5
Clients--
DateJan 2007
Total AUM$133.1M
Discretionary$62.1M
Non-Disc.$71M
Employees5
Clients--
DateFeb 2006
Total AUM$115.4M
Discretionary$48.9M
Non-Disc.$66.5M
Employees5
Clients--
DateSep 2005
Total AUM$106.8M
Discretionary$50.9M
Non-Disc.$55.9M
Employees5
Clients--
DateMay 2005
Total AUM$106.8M
Discretionary$50.9M
Non-Disc.$55.9M
Employees5
Clients--
DateApr 2002
Total AUM$23M
Discretionary$18.3M
Non-Disc.$4.7M
Employees5
Clients--
DateJun 2001
Total AUM$12.7M
Discretionary$6.7M
Non-Disc.$6M
Employees5
Clients--