$8.7M Total AUM
$8.7M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
21 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-26-2005
- Office Locations
- 1
Office Locations
-- Granby MA
About Strategic Planning Associates
Strategic Planning Associates is a Granby, MA advisory practice focused on retirement planning for individuals, retirees, and entrepreneurs, including guidance around Medicare/IRMAA and tax-sensitive decisions. The firm provides financial planning and ongoing portfolio management, with experience in insurance/annuities and estate/legacy planning. Portfolios are primarily ETF-based with some investment-grade fixed income.
Team overview
72 AVG AGE
$8.7M AVG AUM / ADVISOR
$228.5K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
P
PAMELA MARIE DESJARDINS
Chief Compliance Officer, Owner
- CRD
- #862666
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,684,130 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,684,130 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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