Overview
Assets Under Management: $304 million
Headquarters: NORTHAMPTON, MA
High-Net-Worth Clients: 125
Average Client Assets: $1.9 million
Frequently Asked Questions
NEW ENGLAND CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106518), NEW ENGLAND CAPITAL is subject to fiduciary duty under federal law.
NEW ENGLAND CAPITAL is headquartered in NORTHAMPTON, MA.
NEW ENGLAND CAPITAL serves 125 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, NEW ENGLAND CAPITAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
NEW ENGLAND CAPITAL manages $304 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, NEW ENGLAND CAPITAL serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.54%
Average Client Assets: $1.9 million
Total Client Accounts: 387
Discretionary Accounts: 280
Non-Discretionary Accounts: 107
Regulatory Filings
CRD Number: 106518
Filing ID: 1199208
Last Filing Date: 2018-03-29 16:37:00