74 Batterson Park Rd.
Pond View Corporate Center
Farmington, Connecticut 6032
Tel: 860-676-8722
NEW ENGLAND ASSET MANAGEMENT, INC, formally registered with the SEC as NEW ENGLAND ASSET MANAGEMENT, INC. The firm was established in 10/24/1984. They have over 2 offices throughout the country.
NEW ENGLAND ASSET MANAGEMENT, INC. is a Farmington, Connecticut based Financial Planning firm with nearly $100,455,084,282 assets under management, offering retirement planning & investment advisory services to 880 clients. The firm is staffed with 100 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 105900 |
SEC# | 801-22445 |
Assets Managed by Firm | $100,455,084,282 |
No. of Clients | 880 |
No. of Advisors | 100 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 880 | $100,455,084,282 |
High net worth individuals | Fewer than 5 clients | $39,667,047 |
Pension and profit sharing plans | $119,332,240 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$196,833,823,871 | 143 | 1166 | |
$139,912,052,624 | 18 | 2311 | |
$122,238,315,019 | 40 | 63 | |
$119,996,796,135 | 279 | 566 | |
$110,827,884,619 | 182 | 290 |
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