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Building 2NEW ENGLAND SCHOONER, INC.

Map pinPEABODY, MA
Phone978-977-4757
NotebookSEC #801-133872
Total AUM
$165.2M
Employees
4
Clients
320

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 CENTENNIAL DRIVE
SUITE 300
PEABODY
MA 01960
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
978-977-4757
Other Offices
1

ReceiptFinancials

Total AUM
$165.2M
Accounts
534
Discretionary
$165.2M
Accounts
534
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
285
AUM
$90.9M
HNW Individual Clients
35
AUM
$74.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMAMENHRITX

HandshakeAffiliates

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

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