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Building 2NEW ENGLAND INVESTMENT CONSULTANTS, LTD.

Map pinPROVIDENCE, RI
Phone401-274-5000
NotebookSEC #801-113706
Total AUM
$1B
Employees
5
Clients
684

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
790 NORTH MAIN STREET
PROVIDENCE
RI 02904
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
401-274-5000

ReceiptFinancials

Total AUM
$1B
Accounts
684
Discretionary
$0
Accounts
0
Non-Discretionary
$1B
Accounts
684

ContactClients

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Individual Clients
318
AUM
$31.6M
HNW Individual Clients
256
AUM
$349.7M
Pension/Profit Sharing Plan Clients
110
AUM
$632M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMENCNHNJRITN

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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