SINCLAIR, TOTTEN & DERINGER, INC.
Legal name: STANDARD PLANNING COMPANY
CRD #129507 SEC #801-68770 ROCKPORT, MA 978-546-9800
SEC Registered
Total AUM
$29M
Discretionary
$0
Employees
1
Clients
1
Accounts
230
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2012 | $29M | $0 | $29M | 1 | 26 |
| Mar 2012 | $29M | $0 | $29M | 1 | 26 |
| Sep 2010 | $27.2M | $0 | $27.2M | 5 | -- |
| Jan 2008 | $35.5M | $0 | $35.5M | 5 | -- |
DateSep 2012
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees1
Clients26
DateMar 2012
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees1
Clients26
DateSep 2010
Total AUM$27.2M
Discretionary$0
Non-Disc.$27.2M
Employees5
Clients--
DateJan 2008
Total AUM$35.5M
Discretionary$0
Non-Disc.$35.5M
Employees5
Clients--