Overview
Assets Under Management: $523 million
Headquarters: NORTH ANDOVER, MA
High-Net-Worth Clients: 147
Average Client Assets: $2.3 million
Frequently Asked Questions
NEW ENGLAND INVESTMENT & RETIREMENT GROUP, 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 #133096), NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC. is subject to fiduciary duty under federal law.
NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC. is headquartered in NORTH ANDOVER, MA.
NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC. serves 147 high-net-worth clients according to their SEC filing dated October 29, 2018. View client details ↓
According to their SEC Form ADV, NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC. manages $523 million in client assets according to their SEC filing dated October 29, 2018.
According to their SEC Form ADV, NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 147
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.70%
Average Client Assets: $2.3 million
Total Client Accounts: 1,832
Discretionary Accounts: 1,831
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 133096
Filing ID: 1246551
Last Filing Date: 2018-10-29 16:34:00