74 Batterson Park Rd.
Pond View Corporate Center
Farmington, Connecticut 06032
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 $95,235,028,580 assets under management, offering retirement planning & investment advisory services to 824 clients. The firm is staffed with 112 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105900 |
SEC# | 801-22445 |
Assets Managed by Firm | $95,235,028,580 |
No. of Clients | 824 |
No. of Advisors | 112 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 824 | $95,235,028,580 |
High net worth individuals | Fewer than 5 clients | $34,784,250 |
Pension and profit sharing plans | Fewer than 5 clients | $129,492,060 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$172,101,281,944 | 15 | 2872 | |
$171,751,270,410 | 133 | 1196 | |
$132,541,536,421 | 294 | 573 | |
$110,207,824,026 | 170 | 296 | |
$107,251,821,000 | 4 | 524 |
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