AMERICAN ECONOMIC PLANNING GROUP INC
Legal name: AEPG WEALTH STRATEGIES
CRD #109859 SEC #801-32089 WARREN, NJ 908-757-5600
SEC Registered
Total AUM
$912.8M
Discretionary
$657.9M
Employees
15
Clients
--
Accounts
1,704
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2019 | $912.8M | $657.9M | $254.9M | 15 | 0 |
| Apr 2019 | $912.8M | $657.9M | $254.9M | 15 | 0 |
| Feb 2019 | $912.8M | $657.9M | $254.9M | 15 | 0 |
| Mar 2018 | $890.8M | $664.8M | $226M | 18 | 0 |
| Jun 2017 | $743.5M | $597.4M | $146.1M | 18 | 600 |
| Feb 2017 | $743.5M | $597.4M | $146.1M | 18 | 600 |
| Dec 2016 | $875.3M | $506.2M | $369.1M | 20 | 600 |
| Nov 2016 | $875.3M | $506.2M | $369.1M | 20 | 600 |
| Nov 2016 | $875.3M | $506.2M | $369.1M | 20 | 600 |
| Mar 2016 | $875.3M | $506.2M | $369.1M | 20 | 600 |
| Dec 2015 | $815.5M | $541.4M | $274.1M | 20 | 600 |
| Feb 2015 | $815.5M | $541.4M | $274.1M | 20 | 600 |
| May 2014 | $779.2M | $540.1M | $239.1M | 24 | 600 |
| May 2014 | $779.2M | $540.1M | $239.1M | 24 | 600 |
| Mar 2014 | $779.2M | $540.1M | $239.1M | 24 | 600 |
| Feb 2014 | $779.2M | $540.1M | $239.1M | 24 | 600 |
| Dec 2013 | $762.3M | $512.6M | $249.7M | 25 | 500 |
| Nov 2013 | $762.3M | $512.6M | $249.7M | 25 | 500 |
| Mar 2013 | $762.3M | $512.6M | $249.7M | 25 | 500 |
| Nov 2012 | $695.7M | $491.7M | $204M | 30 | 500 |
| Mar 2012 | $695.7M | $491.7M | $204M | 11 | 500 |
| Feb 2012 | $695.7M | $491.7M | $204M | 11 | 500 |
| Apr 2011 | $688.5M | $432.9M | $255.6M | -- | -- |
| Mar 2011 | $529.2M | $374.9M | $154.3M | -- | -- |
| Jan 2011 | $529.2M | $374.9M | $154.3M | -- | -- |
| Aug 2010 | $529.2M | $374.9M | $154.3M | -- | -- |
| Mar 2008 | $650M | $509.1M | $140.9M | -- | -- |
| Mar 2007 | $583.4M | $451.2M | $132.2M | -- | -- |
| Jan 2007 | $512.3M | $345.2M | $167.1M | -- | -- |
| Mar 2006 | $512.3M | $345.2M | $167.1M | -- | -- |
| Nov 2005 | $552.9M | $364.8M | $188.1M | -- | -- |
| Sep 2005 | $552.9M | $364.8M | $188.1M | -- | -- |
| Mar 2004 | $198.8M | $176.6M | $22.2M | -- | -- |
| Apr 2002 | $198.7M | $170.8M | $27.9M | -- | -- |
| Mar 2002 | $198.7M | $170.8M | $27.9M | -- | -- |
DateJun 2019
Total AUM$912.8M
Discretionary$657.9M
Non-Disc.$254.9M
Employees15
Clients0
DateApr 2019
Total AUM$912.8M
Discretionary$657.9M
Non-Disc.$254.9M
Employees15
Clients0
DateFeb 2019
Total AUM$912.8M
Discretionary$657.9M
Non-Disc.$254.9M
Employees15
Clients0
DateMar 2018
Total AUM$890.8M
Discretionary$664.8M
Non-Disc.$226M
Employees18
Clients0
DateJun 2017
Total AUM$743.5M
Discretionary$597.4M
Non-Disc.$146.1M
Employees18
Clients600
DateFeb 2017
Total AUM$743.5M
Discretionary$597.4M
Non-Disc.$146.1M
Employees18
Clients600
DateDec 2016
Total AUM$875.3M
Discretionary$506.2M
Non-Disc.$369.1M
Employees20
Clients600
DateNov 2016
Total AUM$875.3M
Discretionary$506.2M
Non-Disc.$369.1M
Employees20
Clients600
DateNov 2016
Total AUM$875.3M
Discretionary$506.2M
Non-Disc.$369.1M
Employees20
Clients600
DateMar 2016
Total AUM$875.3M
Discretionary$506.2M
Non-Disc.$369.1M
Employees20
Clients600
DateDec 2015
Total AUM$815.5M
Discretionary$541.4M
Non-Disc.$274.1M
Employees20
Clients600
DateFeb 2015
Total AUM$815.5M
Discretionary$541.4M
Non-Disc.$274.1M
Employees20
Clients600
DateMay 2014
Total AUM$779.2M
Discretionary$540.1M
Non-Disc.$239.1M
Employees24
Clients600
DateMay 2014
Total AUM$779.2M
Discretionary$540.1M
Non-Disc.$239.1M
Employees24
Clients600
DateMar 2014
Total AUM$779.2M
Discretionary$540.1M
Non-Disc.$239.1M
Employees24
Clients600
DateFeb 2014
Total AUM$779.2M
Discretionary$540.1M
Non-Disc.$239.1M
Employees24
Clients600
DateDec 2013
Total AUM$762.3M
Discretionary$512.6M
Non-Disc.$249.7M
Employees25
Clients500
DateNov 2013
Total AUM$762.3M
Discretionary$512.6M
Non-Disc.$249.7M
Employees25
Clients500
DateMar 2013
Total AUM$762.3M
Discretionary$512.6M
Non-Disc.$249.7M
Employees25
Clients500
DateNov 2012
Total AUM$695.7M
Discretionary$491.7M
Non-Disc.$204M
Employees30
Clients500
DateMar 2012
Total AUM$695.7M
Discretionary$491.7M
Non-Disc.$204M
Employees11
Clients500
DateFeb 2012
Total AUM$695.7M
Discretionary$491.7M
Non-Disc.$204M
Employees11
Clients500
DateApr 2011
Total AUM$688.5M
Discretionary$432.9M
Non-Disc.$255.6M
Employees--
Clients--
DateMar 2011
Total AUM$529.2M
Discretionary$374.9M
Non-Disc.$154.3M
Employees--
Clients--
DateJan 2011
Total AUM$529.2M
Discretionary$374.9M
Non-Disc.$154.3M
Employees--
Clients--
DateAug 2010
Total AUM$529.2M
Discretionary$374.9M
Non-Disc.$154.3M
Employees--
Clients--
DateMar 2008
Total AUM$650M
Discretionary$509.1M
Non-Disc.$140.9M
Employees--
Clients--
DateMar 2007
Total AUM$583.4M
Discretionary$451.2M
Non-Disc.$132.2M
Employees--
Clients--
DateJan 2007
Total AUM$512.3M
Discretionary$345.2M
Non-Disc.$167.1M
Employees--
Clients--
DateMar 2006
Total AUM$512.3M
Discretionary$345.2M
Non-Disc.$167.1M
Employees--
Clients--
DateNov 2005
Total AUM$552.9M
Discretionary$364.8M
Non-Disc.$188.1M
Employees--
Clients--
DateSep 2005
Total AUM$552.9M
Discretionary$364.8M
Non-Disc.$188.1M
Employees--
Clients--
DateMar 2004
Total AUM$198.8M
Discretionary$176.6M
Non-Disc.$22.2M
Employees--
Clients--
DateApr 2002
Total AUM$198.7M
Discretionary$170.8M
Non-Disc.$27.9M
Employees--
Clients--
DateMar 2002
Total AUM$198.7M
Discretionary$170.8M
Non-Disc.$27.9M
Employees--
Clients--