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The Estate Planners Group LLC

● SEC registered since 2017CRD 124418SEC# 801-110033Yardley, PA
Export (members)
Reg. AUM
$360.9M
Employees
5
Accounts
326
Location
Yardley, PA

The Estate Planners Group LLC assets under management

The Estate Planners Group LLC operates as an SEC-registered investment adviser based in Yardley, PA. The firm has been registered since 2017. It reports $360.9 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/estate-planners-groupView on SEC.gov ↗

The Estate Planners Group LLC owners & executives

1 reported
NameTitleOwnershipSince
David Wayne Loesser ControlChief Compliance OfficerOver 75%2002

Frequently asked questions

How much does The Estate Planners Group LLC manage?

The Estate Planners Group LLC reports $360.9 million in regulatory assets under management on its Form ADV.

How many employees does The Estate Planners Group LLC have?

The Estate Planners Group LLC reports 5 employees.

Where is The Estate Planners Group LLC located?

The Estate Planners Group LLC is based in Yardley, PA and has been SEC-registered since 2017.

Does The Estate Planners Group LLC disclose fund performance?

The Estate Planners Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address37 S. Delaware Avenue, Suite 1, Yardley, PA 19067
Phone215-321-4410
Fax215-321-4405
Office hoursBy Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$356.7M
Non-discretionary$4.2M
Total (RAUM)$360.9M