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Northeast Planning Associates, Inc.

● SEC registered since 2017CRD 131406SEC# 801-110475Bedford, NH
Export (members)
Reg. AUM
$327.7M
Employees
131
Accounts
1,467
Location
Bedford, NH

Northeast Planning Associates, Inc. assets under management

Northeast Planning Associates, Inc. operates as an SEC-registered investment adviser based in Bedford, NH. The firm has been registered since 2017. It reports $327.7 million in regulatory assets under management and employs 131 people.
www.paulhbrock.comView on SEC.gov ↗

Northeast Planning Associates, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Benjamin J Hiers ControlPresident & CooOver 75%2008
Edward Charles Hiers ControlFounder And Chief Executive Officer25-50%1984
Michael John HartmanChief Compliance OfficerUnder 5%2017

Frequently asked questions

How much does Northeast Planning Associates, Inc. manage?

Northeast Planning Associates, Inc. reports $327.7 million in regulatory assets under management on its Form ADV.

How many employees does Northeast Planning Associates, Inc. have?

Northeast Planning Associates, Inc. reports 131 employees.

Where is Northeast Planning Associates, Inc. located?

Northeast Planning Associates, Inc. is based in Bedford, NH and has been SEC-registered since 2017.

Does Northeast Planning Associates, Inc. disclose fund performance?

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

Contact & registration

Address43 Constitution Drive, Bedford, NH 03110
Phone(603) 471-0900
Fax(603) 471-0471
Office hours7:30 a.m. To 4:30 p.m.
SEC regionBoston Regional Office (BRO)
CIK1914515
Discloses disciplinary historyNo

Assets under management

Discretionary$327.5M
Non-discretionary$206K
Total (RAUM)$327.7M