Overview
Assets Under Management: $328 million
Headquarters: BEDFORD, NH
High-Net-Worth Clients: 43
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.08
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,467
Discretionary Accounts: 1,466
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 131406
Filing ID: 2002381
Last Filing Date: 2025-07-09 14:08:00
Website: https://northeastplanning.com