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NEFPG
69 Winn Street
Burlington, Massachusetts 01803
Tel: 781-272-2200
About NEFPG
NEFPG, formally registered with the SEC as NEFPG. The firm was established in 05/17/1982. They have over 1 offices throughout the country.
NEFPG is a Burlington, Massachusetts based Financial Planning firm with nearly $226,887,104 assets under management, offering retirement planning & investment advisory services to 709 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105254 |
| SEC# | 801-17130 |
| Assets Managed by Firm | $226,887,104 |
| No. of Clients | 709 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 709 | $226,887,104 |
| Individuals (other than high net worth individuals) | 127 | $41,140,667 |
| High net worth individuals | 65 | $185,746,437 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
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