STANDARD PLANNING COMPANY

STANDARD PLANNING COMPANY of ROCKPORT, MA is an SEC-registered investment adviser (CRD 129507). Regulatory assets under management: $86.0M.

Registration

• CRD: 129507
• SEC file number: 801-68770
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129507 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search