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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-16-2004
- Office Locations
- 1
Office Locations
About Estate Planners OF NEW England, LLC
Estate Planners of New England, LLC is an independent Portsmouth, NH advisory firm serving individuals and families with holistic financial planning and investment guidance. EPNE emphasizes a simple but thorough planning process to organize goals and coordinate retirement, tax strategies, education, and estate planning across your financial life. The team brings a combined 50 years of industry experience and lists Charles Schwab & Co. as a custodian.
Team overview
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Asset Classes
Custodian
Investment Themes
Services
Technology
Owner & Executives
ERIC JOSEPH FLAIM
Chief Compliance Officer, Managing Partner, Senior Managing Partner
- CRD
- #4618103
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GREGG ADAM MARKS
Director
- CRD
- #1908146
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,000,000 | $117,778 |
| Non-Discretionary | $0 | -- |
| Total | $52,000,000 | $117,778 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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