THE ESTATE PLANNERS GROUP LLC
Legal name: THE ESTATE PLANNERS GROUP
CRD #124418 SEC #801-110033 YARDLEY, PA 215-321-4410
SEC Registered
Total AUM
$360.9M
Discretionary
$356.7M
Employees
5
Clients
26
Accounts
326
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $360.9M | $356.7M | $4.2M | 5 | 4 |
| Mar 2024 | $328.6M | $325M | $3.6M | 5 | 4 |
| Mar 2023 | $305M | $301M | $4M | 5 | 4 |
| Mar 2022 | $287.4M | $283.9M | $3.5M | 5 | 4 |
| Mar 2021 | $291.2M | $280.1M | $11.1M | 5 | 4 |
| Sep 2020 | $216M | $207.9M | $8.1M | 5 | 26 |
| Jun 2020 | $216M | $207.9M | $8.1M | 5 | 26 |
| Jun 2020 | $216M | $207.9M | $8.1M | 5 | 26 |
| Mar 2020 | $216M | $207.9M | $8.1M | 5 | 26 |
| Dec 2019 | $216M | $207.9M | $8.1M | 5 | 26 |
| Mar 2019 | $151.7M | $151.7M | $0 | 5 | 12 |
| Sep 2018 | $151.8M | $148.6M | $3.3M | 5 | 21 |
| Mar 2018 | $151.8M | $148.6M | $3.3M | 5 | 21 |
| Feb 2017 | $105M | $105M | $0 | 6 | 200 |
DateApr 2025
Total AUM$360.9M
Discretionary$356.7M
Non-Disc.$4.2M
Employees5
Clients4
DateMar 2024
Total AUM$328.6M
Discretionary$325M
Non-Disc.$3.6M
Employees5
Clients4
DateMar 2023
Total AUM$305M
Discretionary$301M
Non-Disc.$4M
Employees5
Clients4
DateMar 2022
Total AUM$287.4M
Discretionary$283.9M
Non-Disc.$3.5M
Employees5
Clients4
DateMar 2021
Total AUM$291.2M
Discretionary$280.1M
Non-Disc.$11.1M
Employees5
Clients4
DateSep 2020
Total AUM$216M
Discretionary$207.9M
Non-Disc.$8.1M
Employees5
Clients26
DateJun 2020
Total AUM$216M
Discretionary$207.9M
Non-Disc.$8.1M
Employees5
Clients26
DateJun 2020
Total AUM$216M
Discretionary$207.9M
Non-Disc.$8.1M
Employees5
Clients26
DateMar 2020
Total AUM$216M
Discretionary$207.9M
Non-Disc.$8.1M
Employees5
Clients26
DateDec 2019
Total AUM$216M
Discretionary$207.9M
Non-Disc.$8.1M
Employees5
Clients26
DateMar 2019
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees5
Clients12
DateSep 2018
Total AUM$151.8M
Discretionary$148.6M
Non-Disc.$3.3M
Employees5
Clients21
DateMar 2018
Total AUM$151.8M
Discretionary$148.6M
Non-Disc.$3.3M
Employees5
Clients21
DateFeb 2017
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees6
Clients200