| Name | Title | Ownership | Since |
|---|---|---|---|
| Joanna Elise Valentini Control | Chief Operating Officer | Under 5% | 2017 |
| Malcolm a. Makin Revocable Neppg Voting Shares Trust Control | Shareholder | Over 75% | 2024 |
| Malcolm Alfred Makin Control | President, Chief Executive Officer And Chief Compliance Officer | Under 5% | 1980 |
New England Professional Planning Group Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
New England Professional Planning Group Inc. reports 19 employees.
New England Professional Planning Group Inc. is based in Westerly, RI and has been SEC-registered since 1980.
New England Professional Planning Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9 Granite Street, Westerly, RI 02891 |
| Phone | (401) 596-2800 |
| Fax | (401) 596-5980 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1540867 |
| Discloses disciplinary history | No |
| Discretionary | $1.1B |
| Non-discretionary | $67.7M |
| Total (RAUM) | $1.17B |