Retirement Planning Co Of New England Inc (Warwick)

Name: Retirement Planning Co Of New England Inc
Address: 1287 Post Road, Warwick, RI, 02888
Telephone: 401-453-5558

Retirement Planning Co Of New England Inc is a large advisory firm based in Warwick. It manages $99.88 million of regulatory assets for 820 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Maryland, and 4 other states.

Retirement Planning Co Of New England provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Retirement Planning Co Of New England: assets under management

The assets under management (AUM) of Retirement Planning Co Of New England Inc is $99.88 million. The firm's AUM has grown by 825% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $90.88 million in discretionary accounts and $9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $123.81 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $104.71 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Retirement Planning Co Of New England Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Retirement Planning Co Of New England Inc

David William Allaire has been acting as President since 1 Apr 1996. Scott Bruce Seidman joined the executive team most recently as the Advisor.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David William Allaire	President	1 Apr 1996	75% - 100%	1906408
Kevin R Worthley	Portfolio manager	1 Mar 2001	Other	4089865
Sotirios Mike Pappas	Cfo & cio	1 May 2001	50% - 75%	3203303
Robin Honiss	Investment consultant	1 Sep 2002	Other	4594911
Robin Howard Honiss	Investment consultant	1 Sep 2002	Other	4594911
Leah M Alvanos	Advisor	1 Jan 2010	Other	1811296
Scott Bruce Seidman	Advisor	1 Mar 2013	Other	1247353

Based in Warwick

The principal office where Retirement Planning Co Of New England Inc performs its advisory services is located at 1287 Post Road, Warwick, RI 02888, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 401-453-5558 or by fax 401-421-1451. The normal business hours are 9:30-4 on Monday - Friday. You can find more information about the New York firm at 100shares.com.