Northeast Planning Associates, Inc.
● SEC registered since 2017CRD 131406SEC# 801-110475Bedford, NH
Reg. AUM
$414M
Employees
129
Accounts
1,509
Location
Bedford, NH
Northeast Planning Associates, Inc. assets under management
Northeast Planning Associates, Inc. operates as an SEC-registered investment adviser based in Bedford, NH. The firm has been registered since 2017. It reports $414 million in regulatory assets under management and employs 129 people.
Northeast Planning Associates, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin J Hiers Control | President & Coo | Over 75% | 2008 |
| Edward Charles Hiers Control | Founder And Chief Executive Officer | 25-50% | 1984 |
| Michael John Hartman | Chief Compliance Officer | Under 5% | 2017 |
Frequently asked questions
How much does Northeast Planning Associates, Inc. manage?
Northeast Planning Associates, Inc. reports $414 million in regulatory assets under management on its Form ADV.
How many employees does Northeast Planning Associates, Inc. have?
Northeast Planning Associates, Inc. reports 129 employees.
Where is Northeast Planning Associates, Inc. located?
Northeast Planning Associates, Inc. is based in Bedford, NH and has been SEC-registered since 2017.
Does Northeast Planning Associates, Inc. disclose fund performance?
Northeast Planning Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 43 Constitution Drive, Bedford, NH 03110 |
| Phone | (603) 471-0900 |
| Fax | (603) 471-0471 |
| Office hours | 7:30 a.m. To 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1914515 |
| Discloses disciplinary history | No |
Regulatory AUM
$414M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$414Mregulatory AUM
Discretionary $414M