# STANDARD PLANNING COMPANY

STANDARD PLANNING COMPANY of ROCKPORT, MA is an SEC-registered investment adviser.

## Registration

- CRD: 129507
- Type: SEC-registered investment adviser
- SEC file number: 801-68770
- Location: 11 SCHOOL STREET, ROCKPORT, MA, 01966
- Phone: 617-894-2243
- Latest filing: 2024-07-17
- Regulatory AUM: $86.0M
- Non-discretionary AUM: $86.0M
- Clients: 1
- Accounts: 247

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| HOLDRIDGE BRUCE EDWARD | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129507/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129507/similar
- Related entities: https://search.stillhousedata.com/firm/129507/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129507

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.