Ames Planning Associates Inc (Peterborough)

Name: Ames Planning Associates Inc
Address: 20 Grove Street, Peterborough, NH, 03458 0396
Telephone: 603-924-9939

Ames Planning Associates Inc is a large advisory firm based in Peterborough. It manages $159.99 million of regulatory assets for 247 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Massachusetts, and New Hampshire.

Ames Planning Associates provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ames Planning Associates: assets under management

The assets under management (AUM) of Ames Planning Associates Inc is $159.99 million. The firm's AUM has grown by 282% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $154.9 million in discretionary accounts and $5.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $679.39 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $267.65 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ames Planning Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ames Planning Associates Inc

Harvey Maurice Joseph Ames has been acting as President since 1 Nov 1988. Eline Marie Ruediger joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Harvey Maurice Joseph Ames	President	1 Nov 1988	75% - 100%	1920368
Carl Amos Johnson	Vice president	1 Jan 2003	Other	4343732
Eline Marie Ruediger	Secretary	1 Jan 2004	Other	4763109

Based in Peterborough

The principal office where Ames Planning Associates Inc performs its advisory services is located at 20 Grove Street, Peterborough, NH 03458 0396, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-924-9939 or by fax 603-924-9938. The normal business hours are by appointment only on Other. You can find more information about the New York firm at www.amesplanning.com.