ESTATE PLANNERS OF NEW ENGLAND, LLC of PORTSMOUTH, NH is an SEC-registered investment adviser (CRD 133353). Regulatory assets under management: $52.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| LAWRENCE GREGORY WILLIAM | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER; MANAGING PARTNER | — |
| ZUBA ANDREW MYLES | CHIEF COMPLIANCE OFFICER; OFFICE SUPERVISOR | — |