NORTHEAST PLANNING ASSOCIATES, INC.
CRD #131406 SEC #801-110475 BEDFORD, NH (603) 471-0900
SEC Registered
Total AUM
$327.7M
Discretionary
$327.5M
Employees
131
Clients
251
Accounts
1,467
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $327.7M | $327.5M | $206K | 131 | 11 |
| Mar 2025 | $327.7M | $327.5M | $206K | 131 | 11 |
| Mar 2024 | $301.4M | $301.4M | $0 | 122 | 10 |
| Jan 2024 | $255.6M | $254.7M | $897.4K | 126 | 12 |
| Oct 2023 | $255.6M | $254.7M | $897.4K | 126 | 12 |
| Mar 2023 | $255.6M | $254.7M | $897.4K | 126 | 12 |
| Mar 2022 | $285.2M | $285.2M | $0 | 125 | 21 |
| Oct 2021 | $224.5M | $224.5M | $0 | 121 | 39 |
| Mar 2021 | $224.5M | $224.5M | $0 | 121 | 39 |
| Nov 2020 | $233.6M | $221M | $12.6M | 121 | 8 |
| Jun 2020 | $233.6M | $221M | $12.6M | 121 | 8 |
| Mar 2020 | $233.6M | $221M | $12.6M | 121 | 8 |
| Mar 2019 | $210.7M | $200M | $10.7M | 128 | 0 |
| Jul 2018 | $247.3M | $188M | $59.3M | 122 | 0 |
| Mar 2018 | $247.3M | $188M | $59.3M | 122 | 0 |
| Jul 2017 | $127.7M | $107.6M | $20.1M | 151 | 600 |
| Apr 2017 | $127.7M | $107.6M | $20.1M | 151 | 600 |
DateJul 2025
Total AUM$327.7M
Discretionary$327.5M
Non-Disc.$206K
Employees131
Clients11
DateMar 2025
Total AUM$327.7M
Discretionary$327.5M
Non-Disc.$206K
Employees131
Clients11
DateMar 2024
Total AUM$301.4M
Discretionary$301.4M
Non-Disc.$0
Employees122
Clients10
DateJan 2024
Total AUM$255.6M
Discretionary$254.7M
Non-Disc.$897.4K
Employees126
Clients12
DateOct 2023
Total AUM$255.6M
Discretionary$254.7M
Non-Disc.$897.4K
Employees126
Clients12
DateMar 2023
Total AUM$255.6M
Discretionary$254.7M
Non-Disc.$897.4K
Employees126
Clients12
DateMar 2022
Total AUM$285.2M
Discretionary$285.2M
Non-Disc.$0
Employees125
Clients21
DateOct 2021
Total AUM$224.5M
Discretionary$224.5M
Non-Disc.$0
Employees121
Clients39
DateMar 2021
Total AUM$224.5M
Discretionary$224.5M
Non-Disc.$0
Employees121
Clients39
DateNov 2020
Total AUM$233.6M
Discretionary$221M
Non-Disc.$12.6M
Employees121
Clients8
DateJun 2020
Total AUM$233.6M
Discretionary$221M
Non-Disc.$12.6M
Employees121
Clients8
DateMar 2020
Total AUM$233.6M
Discretionary$221M
Non-Disc.$12.6M
Employees121
Clients8
DateMar 2019
Total AUM$210.7M
Discretionary$200M
Non-Disc.$10.7M
Employees128
Clients0
DateJul 2018
Total AUM$247.3M
Discretionary$188M
Non-Disc.$59.3M
Employees122
Clients0
DateMar 2018
Total AUM$247.3M
Discretionary$188M
Non-Disc.$59.3M
Employees122
Clients0
DateJul 2017
Total AUM$127.7M
Discretionary$107.6M
Non-Disc.$20.1M
Employees151
Clients600
DateApr 2017
Total AUM$127.7M
Discretionary$107.6M
Non-Disc.$20.1M
Employees151
Clients600