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Northeast Financial
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Northeast Financial Share
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Overview Share
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Westport, Connecticut
$3.3 billion AUM
1 office

Northeast Financial is based in Westport, Connecticut and has $3.3 billion in assets under management.

Location
518-B Riverside Avenue
2nd Floor
Westport, CT 06880
$3.3 billion
AUM
8
Employees
AUM Share
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$3,319,705,435
Assets under management
1,327 clients
Number of clients
Average investment size is $2,501,662
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 63 $52,378,694 2% $831,408
High net worth individuals 163 $3,267,326,741 98% $20,044,949
Employees Share
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8
Employees
3
Investment analysts
38% of total employees
AUM per employee Share
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$3,319,705,435
Assets under management
$414,963,179
AUM per employee
$1,106,568,478
AUM per investment analyst
About Share
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Compensation

Northeast Financial makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Northeast Financial provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Business activities
  • Accounting firm
Firm data Share
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CRD number 110,361
SEC number 801-60134
Legal structure Corporation
Legal governance Connecticut, United States
Latest ADV filing date March 31, 2020

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