SINCLAIR, TOTTEN & DERINGER, INC.

STANDARD PLANNING COMPANY
ROCKPORT, Massachusetts·1 registered advisor·CRD# 129507
SEC# 801-68770978-546-9800
01

Firm Overview

AUM
$29M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SINCLAIR, TOTTEN & DERINGER, INC.

1 registered advisor
Bruce Edward Holdridge
ROCKPORT, Massachusetts
05

Office Locations

ROCKPORT, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. SINCLAIR, TOTTEN & DERINGER, INC. (CRD# 129507) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.