NEW England Professional Planning Group is based out of Westerly. NEW England Professional Planning Group is a large advisory firm with 2146 clients and discretionary assets under management (AUM) of $698,092,280 (Form ADV from 2019-10-01). Their last reported 13F filing for Q4 2019 included $126,044,000 in managed 13F securities and a top 10 holdings concentration of 86.19%. NEW England Professional Planning Group's largest holding is iShares Core S&P 500 ETF with shares held of 109,343. Whalewisdom has at least 13 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14
|Performance for Q3 2018:||-6.33%|
|Performance Last 4 Quarters:||-1.69%|
|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Corporation|
|Number of employees:||15|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management,Hourly charges,Fixed fees|
|Amount of client funds and securities:||19,476,000|
|Total Number of Clients:||2146|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|