$86.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
147 ADV. Clients
22 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-21-2004
- Office Locations
- 1
Office Locations
-- Rockport MA
About Standard Planning Company
Standard Planning Company is a Rockport, MA-based independent advisor serving retail investors with financial and estate planning, insurance guidance, and portfolio construction. Investment implementation emphasizes diversified public funds (mutual/index funds) with some ETF use, alongside risk-management and asset-allocation approaches. Custody is reported through Fidelity/NFS, and the firm uses eMoney for planning.
Team overview
73 AVG AGE
$86.0M AVG AUM / ADVISOR
$585.0K AVG AUM / CLIENT
14.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
BRUCE EDWARD HOLDRIDGE
Advisor, Chief Compliance Officer, President
- CRD
- #1050676
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $86,000,000 | $126,087 |
| Total | $86,000,000 | $126,087 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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