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Essential Planning, LLC

● SEC registered since 1996CRD 106651SEC# 801-51363Portsmouth, NH
Export (members)
Reg. AUM
$439.7M
Employees
11
Accounts
1,995
Location
Portsmouth, NH

Essential Planning, LLC assets under management

Essential Planning, LLC is a registered investment adviser overseen by the SEC based in Portsmouth, NH. The firm has been registered since 1996. It reports $439.7 million in regulatory assets under management and employs 11 people.
www.essential-planning.comView on SEC.gov ↗

Essential Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Andrew Charles Lord ControlMember, Chief Compliance OfficerOver 75%1984

Frequently asked questions

How much does Essential Planning, LLC manage?

Essential Planning, LLC reports $439.7 million in regulatory assets under management on its Form ADV.

How many employees does Essential Planning, LLC have?

Essential Planning, LLC reports 11 employees.

Where is Essential Planning, LLC located?

Essential Planning, LLC is based in Portsmouth, NH and has been SEC-registered since 1996.

Does Essential Planning, LLC disclose fund performance?

Essential Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 Market Street, Unit 1d, Portsmouth, NH 03801
Phone603-427-5164
Fax603-427-5170
Office hours8:30 a.m. To 5:00
SEC regionBoston Regional Office (BRO)
CIK1949824
Discloses disciplinary historyYes

Assets under management

Discretionary$439.7M
Non-discretionary$0
Total (RAUM)$439.7M