NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC

79 Main Street
South Meriden, Connecticut 06451-5118
Tel: 203-935-0265

About NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC

NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC, formally registered with the SEC as NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC. The firm was established in 12/30/1999. They have over 1 offices throughout the country.

NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC is a South Meriden, Connecticut based Financial Planning firm with nearly $528,837,865 assets under management, offering retirement planning & investment advisory services to 2708 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109203
SEC#	801-57122
Assets Managed by Firm	$528,837,865
No. of Clients	2708
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2708	$528,837,865
Individuals (other than high net worth individuals)	922	$215,879,667
High net worth individuals	182	$263,834,385
Pension and profit sharing plans	17	$44,124,379
Charitable organizations	Fewer than 5 clients	$3,106,105
Corporations or other businesses	Fewer than 5 clients	$1,893,329

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