AMERICAN ECONOMIC PLANNING GROUP INC

HTTP://WWW.AEPG.COM WARREN, NJ Investment Advisor How do I update this listing?

Also known as:

  • AMERICAN ECONOMIC PLANNING GROUP INC /ADV

American Economic Planning Group is based out of Warren. American Economic Planning Group is a large advisory firm with 560 clients and discretionary assets under management (AUM) of $657,941,512 (Form ADV from 2019-06-28). Their last reported 13F filing for Q3 2019 included $366,740,000 in managed 13F securities and a top 10 holdings concentration of 81.12%. American Economic Planning Group's largest holding is Vanguard Total Stock Market ETF with shares held of 719,460. American Economic Planning Group has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 35 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $366.74 Million
  • Prior Market Value $331.549 Million
  • New Purchases9 stocks
  • Additional Purchases23 stocks
  • Sold out of9 stocks
  • Reduced holdings in45 stocks
  • Top 10 Holdings % 81.12 %
  • Turnover % [1]:20.22%
  • Turnover Alt % [2]: 11.54 %
  • Time Held Top20:7.85 quarters
  • Time Held Top10:5.50 quarters
  • Time Held All:10.83 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -0.46%
Performance Last 4 Quarters: -2.22%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR/A (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR/A (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

AEPG WEALTH STRATEGIES
25 INDEPENDENCE BLVD. SUITE 102
WARREN NJ    07059
Country: United States

Business Phone: 908-757-5600
Fax: 908-757-0511
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NJ
Number of employees: 15
Other Business Activities: insurance broker or agent,,FINANCIAL PLANNING
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 560
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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AMERICAN ECONOMIC PLANNING GROUP INC

ownership team - last updated 2019-06-28
Name Title Start Date Direct/Indirect % Ownership
KAYE, STEVEN, WAYNE PRESIDENT 03/01/1983 Direct 75% or more
Fund Name Position direct/indirect start date end date
AMERICAN ECONOMIC PLANNING GROUP INC PRESIDENT direct 1983-03-01
AMERICAN ECONOMIC PLANNING GROUP INC PRESIDENT, CCO direct 1983-03-01 2006-03-21
AMERICAN ECONOMIC PLANNING GROUP INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1983-03-01 2012-11-09
SCHIFFER, CHRISTOPHER, JOHN EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER 02/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN ECONOMIC PLANNING GROUP INC EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER direct 2013-02-01
JEFFERIES INVESTMENT ADVISERS, LLC CHIEF OPERATING OFFICER-WEALTH MANAGEMENT direct 2009-08-01
GELLER FAMILY OFFICE SERVICES LLC CHIEF COMPLIANCE OFFICER direct 2012-01-01

AMERICAN ECONOMIC PLANNING GROUP INC

ownership team - last updated 2019-02-28
Name Title Start Date Direct/Indirect % Ownership
KAYE, STEVEN, WAYNE PRESIDENT 03/01/1983 Direct 75% or more
Fund Name Position direct/indirect start date end date
AMERICAN ECONOMIC PLANNING GROUP INC PRESIDENT direct 1983-03-01
AMERICAN ECONOMIC PLANNING GROUP INC PRESIDENT, CCO direct 1983-03-01 2006-03-21
AMERICAN ECONOMIC PLANNING GROUP INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1983-03-01 2012-11-09
SCHIFFER, CHRISTOPHER, JOHN EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER 02/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN ECONOMIC PLANNING GROUP INC EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER direct 2013-02-01
JEFFERIES INVESTMENT ADVISERS, LLC CHIEF OPERATING OFFICER-WEALTH MANAGEMENT direct 2009-08-01
GELLER FAMILY OFFICE SERVICES LLC CHIEF COMPLIANCE OFFICER direct 2012-01-01

AMERICAN ECONOMIC PLANNING GROUP INC

ownership team - last updated 2017-06-02
Name Title Start Date Direct/Indirect % Ownership
KAYE, STEVEN, WAYNE PRESIDENT 03/01/1983 Direct 75% or more
Fund Name Position direct/indirect start date end date
AMERICAN ECONOMIC PLANNING GROUP INC PRESIDENT direct 1983-03-01
AMERICAN ECONOMIC PLANNING GROUP INC PRESIDENT, CCO direct 1983-03-01 2006-03-21
AMERICAN ECONOMIC PLANNING GROUP INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1983-03-01 2012-11-09
SCHIFFER, CHRISTOPHER, JOHN EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER 02/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN ECONOMIC PLANNING GROUP INC EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER direct 2013-02-01
JEFFERIES INVESTMENT ADVISERS, LLC CHIEF OPERATING OFFICER-WEALTH MANAGEMENT direct 2009-08-01
GELLER FAMILY OFFICE SERVICES LLC CHIEF COMPLIANCE OFFICER direct 2012-01-01

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