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NEW ENGLAND ASSET MANAGEMENT, INC.

74 Batterson Park Rd.
Pond View Corporate Center
Farmington, Connecticut 6032
Tel: 860-676-8722

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About NEW ENGLAND ASSET MANAGEMENT, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#105900
SEC# 801-22445
Assets Managed by Firm $100,455,084,282
No. of Clients 880
No. of Advisors 100

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters

Firm Client Information

No. of ClientsAUM
Firm Total880$100,455,084,282
High net worth individualsFewer than 5 clients$39,667,047
Pension and profit sharing plans$119,332,240
Inquire with NEW ENGLAND ASSET MANAGEMENT, INC.

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