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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