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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 2, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LOESSER, DAVID, WAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| LOESSER, DAVID, WAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| LOESSER, DAVID, WAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| LOESSER, DAVID, WAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| LOESSER, DAVID, WAYNE | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| LOESSER, DAVID, WAYNE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOESSER, DAVID, WAYNE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOESSER, DAVID, WAYNE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOESSER, DAVID, WAYNE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOESSER, DAVID, WAYNE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOESSER, DAVID, WAYNE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOESSER, DAVID, WAYNE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOESSER, DAVID, WAYNE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOESSER, DAVID, WAYNE | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 2, 2025 REGISTERED
Notice Filings (4)
CO FL NJ PA
Address
37 S. DELAWARE AVENUESUITE 1
YARDLEY, PA 19067
United States
Phone: 215-321-4410