Overview
Assets Under Management: $165 million
Headquarters: PEABODY, MA
High-Net-Worth Clients: 35
Average Client Assets: $2.1 million
Frequently Asked Questions
NEW ENGLAND SCHOONER, 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 #129552), NEW ENGLAND SCHOONER, INC. is subject to fiduciary duty under federal law.
NEW ENGLAND SCHOONER, INC. is headquartered in PEABODY, MA.
NEW ENGLAND SCHOONER, INC. serves 35 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, NEW ENGLAND SCHOONER, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
NEW ENGLAND SCHOONER, INC. manages $165 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, NEW ENGLAND SCHOONER, INC. 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: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.99%
Average Client Assets: $2.1 million
Total Client Accounts: 534
Discretionary Accounts: 534
Regulatory Filings
CRD Number: 129552
Filing ID: 2060720
Last Filing Date: 2026-03-10 09:46:44