# ESTATE PLANNERS OF NEW ENGLAND, LLC

ESTATE PLANNERS OF NEW ENGLAND, LLC of PORTSMOUTH, NH is an SEC-registered investment adviser.

## Registration

- CRD: 133353
- Type: SEC-registered investment adviser
- SEC file number: 801-64743
- Location: 1 NEW HAMPSHIRE AVE, PORTSMOUTH, NH, 03801
- Phone: 603 766 4951
- Latest filing: 2025-01-31
- Regulatory AUM: $52.0M
- Discretionary AUM: $52.0M
- Clients: 2
- Accounts: 275

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| LAWRENCE GREGORY WILLIAM | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER; MANAGING PARTNER | — |
| ZUBA ANDREW MYLES | CHIEF COMPLIANCE OFFICER; OFFICE SUPERVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133353/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133353/similar
- Related entities: https://search.stillhousedata.com/firm/133353/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133353

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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.