NEW ENGLAND CAPITAL PLANNERS, INC.

NEW ENGLAND CAPITAL PLANNERS, INC. of AVON, CT is an SEC-registered investment adviser (CRD 109708). Regulatory assets under management: $151.5M.

Registration

• CRD: 109708
• SEC file number: 801-111923
• Type: Registered investment adviser
• Location: 152 SIMSBURY RD., BUILDING 9, AVON, CT, 06001
• Phone: 860-676-9977
• Latest filing: 2020-06-24
• Regulatory AUM: $151.5M
• Discretionary AUM: $81.5M
• Non-discretionary AUM: $70.0M
• Clients: 5
• Accounts: 222

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 109708 on SEC IAPD (source of record)
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