Overview
Assets Under Management: $1.0 billion
Headquarters: PROVIDENCE, RI
High-Net-Worth Clients: 256
Average Client Assets: $1.4 million
Frequently Asked Questions
NEW ENGLAND INVESTMENT CONSULTANTS, LTD. 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 #142531), NEW ENGLAND INVESTMENT CONSULTANTS, LTD. is subject to fiduciary duty under federal law.
NEW ENGLAND INVESTMENT CONSULTANTS, LTD. is headquartered in PROVIDENCE, RI.
NEW ENGLAND INVESTMENT CONSULTANTS, LTD. serves 256 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, NEW ENGLAND INVESTMENT CONSULTANTS, LTD. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
NEW ENGLAND INVESTMENT CONSULTANTS, LTD. manages $1.0 billion in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, NEW ENGLAND INVESTMENT CONSULTANTS, LTD. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 256
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.51%
Average Client Assets: $1.4 million
Total Client Accounts: 684
Non-Discretionary Accounts: 684
Regulatory Filings
CRD Number: 142531
Filing ID: 1746956
Last Filing Date: 2023-03-30 19:04:00