THE ESTATE PLANNERS GROUP LLC of YARDLEY, PA is an SEC-registered investment adviser (CRD 124418). Regulatory assets under management: $422.1M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| David Wayne Loesser | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, FOUNDER, AND MANAGING MEMBER | Washington Crossing, PA |
| LOESSER DAVID WAYNE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
| Katherine Kirkner | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | Yardley, PA |
| Jeffrey Michael Loesser | CHIEF INVESTMENT OFFICER | — |