225 Franklin Street
29th Floor
Boston, Massachusetts 02110
Tel: 617-374-1300
NEPC, LLC, formally registered with the SEC as NEPC, LLC. The firm was established in 08/23/1990. They have over 7 offices throughout the country.
NEPC, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $95,392,808,194 assets under management, offering retirement planning & investment advisory services to 110 clients. The firm is staffed with 358 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110562 |
| SEC# | 801-37227 |
| Assets Managed by Firm | $95,392,808,194 |
| No. of Clients | 110 |
| No. of Advisors | 358 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 110 | $95,392,808,194 |
| High net worth individuals | 40 | $3,031,543,971 |
| Pension and profit sharing plans | 157 | $54,249,699,703 |
| Charitable organizations | 87 | $7,969,356,492 |
| Corporations or other businesses | 44 | $19,410,350,052 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Boston, Massachusetts