NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

36 Washington Street, Suite 280
Wellesley, Massachusetts 02481-1922
Tel: 781-416-1700

About NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC, formally registered with the SEC as NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC. The firm was established in 01/27/2005. They have over 2 offices throughout the country.

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC is a Wellesley, Massachusetts based Financial Planning firm with nearly $2,678,964,904 assets under management, offering retirement planning & investment advisory services to 2742 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133790
SEC#	801-63830
Assets Managed by Firm	$2,678,964,904
No. of Clients	2742
No. of Advisors	18

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2742	$2,678,964,904
Individuals (other than high net worth individuals)	27	$10,202,018
High net worth individuals	305	$2,106,195,157
Charitable organizations	13	$556,884,594
Corporations or other businesses	Fewer than 5 clients	$5,683,135

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