Overview
Assets Under Management: $394 million
Headquarters: AVON, CT
High-Net-Worth Clients: 135
Average Client Assets: $2.5 million
Frequently Asked Questions
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 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 #106400), NEW ENGLAND GUILD WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
NEW ENGLAND GUILD WEALTH ADVISORS, INC. is headquartered in AVON, CT.
NEW ENGLAND GUILD WEALTH ADVISORS, INC. serves 135 high-net-worth clients according to their SEC filing dated May 02, 2018. View client details ↓
According to their SEC Form ADV, NEW ENGLAND GUILD WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
NEW ENGLAND GUILD WEALTH ADVISORS, INC. manages $394 million in client assets according to their SEC filing dated May 02, 2018.
According to their SEC Form ADV, NEW ENGLAND GUILD WEALTH ADVISORS, INC. 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
Clients
Number of High-Net-Worth Clients: 135
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.17%
Average Client Assets: $2.5 million
Total Client Accounts: 241
Discretionary Accounts: 239
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 106400
Filing ID: 1215498
Last Filing Date: 2018-05-02 12:04:00