NORTHEAST FINANCIAL GROUP, INC.

3435 Winchester Road
Suite 102
Allentown, Pennsylvania 18104
Tel: 570-688-9898

About NORTHEAST FINANCIAL GROUP, INC.

NORTHEAST FINANCIAL GROUP, INC, formally registered with the SEC as NORTHEAST FINANCIAL GROUP, INC. The firm was established in 06/14/2013. They have over 3 offices throughout the country.

NORTHEAST FINANCIAL GROUP, INC. is a Allentown, Pennsylvania based Financial Planning firm with nearly $1,000,469,143 assets under management, offering retirement planning & investment advisory services to 1639 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122609
SEC#	801-78187
Assets Managed by Firm	$1,000,469,143
No. of Clients	1639
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1639	$1,000,469,143
Individuals (other than high net worth individuals)	423	$135,226,268
High net worth individuals	83	$192,152,495
Pension and profit sharing plans	117	$591,855,357
Charitable organizations	4	$1,463,903
Other investment advisers	1	$17,251,286
Corporations or other businesses	7	$11,550,507

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