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Home > Retirement Planners > rhode island > providence > NEW ENGLAND INVESTMENT CONSULTANTS, LTD.
NEW ENGLAND INVESTMENT CONSULTANTS, LTD.
790 North Main Street
Providence, Rhode Island 2904
Tel: 401-274-5000
About NEW ENGLAND INVESTMENT CONSULTANTS, LTD.
NEW ENGLAND INVESTMENT CONSULTANTS, LTD, formally registered with the SEC as NEW ENGLAND INVESTMENT CONSULTANTS, LTD. The firm was established in 07/27/2018. They have over 1 offices throughout the country.
NEW ENGLAND INVESTMENT CONSULTANTS, LTD. is a Providence, Rhode Island based Financial Planning firm with nearly $1,013,287,743 assets under management, offering retirement planning & investment advisory services to 684 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 142531 |
| SEC# | 801-113706 |
| Assets Managed by Firm | $1,013,287,743 |
| No. of Clients | 684 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 684 | $1,013,287,743 |
| Individuals (other than high net worth individuals) | 318 | $31,560,346 |
| High net worth individuals | 256 | $349,681,906 |
| Pension and profit sharing plans | 110 | $632,045,491 |
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