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NORTHEAST INVESTMENT MANAGEMENT INC
24 Federal Street
Floor 9
Boston, Massachusetts 02110-2516
Tel: 617-523-3588
About NORTHEAST INVESTMENT MANAGEMENT INC
NORTHEAST INVESTMENT MANAGEMENT INC, formally registered with the SEC as NORTHEAST INVESTMENT MANAGEMENT INC. The firm was established in 10/02/1984. They have over 2 offices throughout the country.
NORTHEAST INVESTMENT MANAGEMENT INC is a Boston, Massachusetts based Financial Planning firm with nearly $2,937,702,418 assets under management, offering retirement planning & investment advisory services to 1597 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105051 |
| SEC# | 801-22437 |
| Assets Managed by Firm | $2,937,702,418 |
| No. of Clients | 1597 |
| No. of Advisors | 26 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1597 | $2,937,702,418 |
| Individuals (other than high net worth individuals) | 1023 | $279,005,198 |
| High net worth individuals | 552 | $2,536,623,143 |
| Charitable organizations | 12 | $69,192,243 |
| Corporations or other businesses | 7 | $48,418,568 |
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