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Home > Retirement Planners > pennsylvania > paoli > NORTHEAST ADVISERS, INC.
NORTHEAST ADVISERS, INC.
163 W. Lancaster Ave
Paoli, Pennsylvania 19301
Tel: 610-240-7955
About NORTHEAST ADVISERS, INC.
NORTHEAST ADVISERS, INC, formally registered with the SEC as NORTHEAST ADVISERS, INC. The firm was established in 07/05/2000. They have over 3 offices throughout the country.
NORTHEAST ADVISERS, INC. is a Paoli, Pennsylvania based Financial Planning firm with nearly $517,101,142 assets under management, offering retirement planning & investment advisory services to 353 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108835 |
| SEC# | 801-57720 |
| Assets Managed by Firm | $517,101,142 |
| No. of Clients | 353 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 353 | $517,101,142 |
| Individuals (other than high net worth individuals) | 203 | $74,046,418 |
| High net worth individuals | 105 | $257,942,451 |
| Pension and profit sharing plans | 42 | $155,836,920 |
| Charitable organizations | Fewer than 5 clients | $29,275,353 |
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|---|---|---|---|
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