Overview
Assets Under Management: $2.9 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 552
Average Client Assets: $5 million
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