The Estate Planners Group

CRD 124418 · Yardley, PA · $422.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 124418
SEC number: 801-110033
Firm type: RIA
Assets under management: $422.1M as of Mar 31, 2026
Website: www.linkedin.com/company/estate-planners-group ↗
Phone: 215-321-4410
Address: 37 S. Delaware Avenue, Yardley, PA, 19067

Advisors at this firm

6 in our index · page 1 of 1

Matthew Scott CarpenterCRD 7199584 · Yardley, PA

IA Registered
David Wayne LoesserCRD 3177524 · Yardley, PA

IA Registered

Disclosure event(s) on record
Christopher David LoesserCRD 8151966 · Yardley, PA

IA Registered
Jeffrey Michael LoesserCRD 6580161 · Naples, FL

IA Registered
Michael Raymond SullivanCRD 2962858 · Yardley, PA

IA Registered
Kevin Peter YorgensenCRD 7080183 · Fort Collins, CO

IA Registered

Source & corrections

Where this page comes from

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