NORTHEAST FINANCIAL

518-B Riverside Avenue
2nd Floor
Westport, Connecticut 06880-0630
Tel: 203-226-8997

About NORTHEAST FINANCIAL

NORTHEAST FINANCIAL, formally registered with the SEC as NORTHEAST FINANCIAL. The firm was established in 04/03/2001. They have over 1 offices throughout the country.

NORTHEAST FINANCIAL is a Westport, Connecticut based Financial Planning firm with nearly $4,149,434,633 assets under management, offering retirement planning & investment advisory services to 1537 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110361
SEC#	801-60134
Assets Managed by Firm	$4,149,434,633
No. of Clients	1537
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1537	$4,149,434,633
Individuals (other than high net worth individuals)	34	$15,589,476
High net worth individuals	233	$4,133,845,157

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