Overview
Assets Under Management: $2.9 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 552
Average Client Assets: $5 million
Frequently Asked Questions
NORTHEAST INVESTMENT MANAGEMENT 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 #105051), NORTHEAST INVESTMENT MANAGEMENT INC is subject to fiduciary duty under federal law.
NORTHEAST INVESTMENT MANAGEMENT INC is headquartered in BOSTON, MA.
NORTHEAST INVESTMENT MANAGEMENT INC serves 552 high-net-worth clients according to their SEC filing dated May 22, 2025. View client details ↓
According to their SEC Form ADV, NORTHEAST INVESTMENT MANAGEMENT INC offers portfolio management for individuals. View all service details ↓
NORTHEAST INVESTMENT MANAGEMENT INC manages $2.9 billion in client assets according to their SEC filing dated May 22, 2025.
According to their SEC Form ADV, NORTHEAST INVESTMENT MANAGEMENT INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 552
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.35
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,597
Discretionary Accounts: 1,577
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 105051
Filing ID: 1992514
Last Filing Date: 2025-05-22 12:14:00
Website: https://northeastinvest.com