NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.

PROFESSIONAL PLANNING GROUP
WESTERLY, Rhode Island·4 registered advisors·CRD# 108868
SEC# 801-153301(401) 596-2800
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.

4 registered advisors
Joanna Elise Valentini
WESTERLY, Rhode Island
Kathleen Anne Nealon
WESTERLY, Rhode Island
Malcolm Alfred Makin
WESTERLY, Rhode Island
Michael Francis Dembro
WESTERLY, Rhode Island
05

Office Locations

WESTERLY, Rhode Island
4 advisors

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Data sourced from SEC Form ADV filings. NEW ENGLAND PROFESSIONAL PLANNING GROUP INC. (CRD# 108868) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.