Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > farmington > NEW ENGLAND ASSET MANAGEMENT, INC.
NEW ENGLAND ASSET MANAGEMENT, INC.
74 Batterson Park Rd.
Pond View Corporate Center
Farmington, Connecticut 06032
Tel: 860-676-8722
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 $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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| 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 |
More Retirement Planning firms in Farmington, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Farmington, Connecticut