NEW ENGLAND PROFESSIONAL PLANNING GROUP INC. of WESTERLY, RI is an SEC-registered investment adviser (CRD 108868). Regulatory assets under management: $1.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Malcolm Alfred Makin | GRANTOR AND TRUSTEE; PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Joanna Elise Valentini | CHIEF OPERATING OFFICER | — |
| MAKIN MALCOLM ALFRED | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; PRESIDENT, DIRECTOR; PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| NEALON KATHLEEN ANNE | CFO, MANAGER; CHIEF FINANCIAL OFFICER, MANAGER | — |
| VALENTINI JOANNA | CHIEF FINANCIAL OFFICER | — |
| VALENTINI JOANNA ELISE | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER | — |
| DEMBRO MICHAEL FRANCIS | CHIEF INVESTMENT OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (401) 596-2800 |
| — | — | 1 | (401) 596-2800 |