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Fund Manager

The Estate Planners Group

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The Estate Planners Group

Fund Manager

Primary Strategy: Real Estate

Year Founded: 2003

Number of Employees: 25

Ownership: Self-Owned

Year End: December

Description

David Loesser, CFPTM, President I began the company with the thought that if retirees and pre-retirees were going to be successful in retirement they needed an advocate, someone that was completely unbiased, someone they could trust. Having worked at Prudential in the late 90’s I found that often times larger financial institutions were more interested in pushing their own products rather then obj

Contact

Website: Link to website

LinkedIn: linkedin.com/company/estate-planners-group

Address

37 S Delaware Ave, Ste 1, Suite 1, Yardley, Pennsylvania, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
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By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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