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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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|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
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