NEW ENGLAND CAPITAL PLANNERS, INC.
CRD #109708 SEC #801-111923 AVON, CT 860-676-9977
SEC Registered
Total AUM
$151.5M
Discretionary
$81.5M
Employees
5
Clients
101
Accounts
222
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $151.5M | $81.5M | $70M | 5 | 0 |
| Apr 2020 | $151.5M | $81.5M | $70M | 5 | 0 |
| Mar 2020 | $151.5M | $81.5M | $70M | 5 | 0 |
| Mar 2019 | $136.8M | $72.3M | $64.5M | 6 | 0 |
| Mar 2018 | $136.4M | $88.1M | $48.2M | 6 | 0 |
| Sep 2017 | $126.2M | $79.2M | $47M | 6 | 100 |
DateJun 2020
Total AUM$151.5M
Discretionary$81.5M
Non-Disc.$70M
Employees5
Clients0
DateApr 2020
Total AUM$151.5M
Discretionary$81.5M
Non-Disc.$70M
Employees5
Clients0
DateMar 2020
Total AUM$151.5M
Discretionary$81.5M
Non-Disc.$70M
Employees5
Clients0
DateMar 2019
Total AUM$136.8M
Discretionary$72.3M
Non-Disc.$64.5M
Employees6
Clients0
DateMar 2018
Total AUM$136.4M
Discretionary$88.1M
Non-Disc.$48.2M
Employees6
Clients0
DateSep 2017
Total AUM$126.2M
Discretionary$79.2M
Non-Disc.$47M
Employees6
Clients100