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Building 2NORTHEAST INVESTMENT MANAGEMENT INC

Map pinBOSTON, MA
Phone617-523-3588
NotebookSEC #801-22437
Total AUM
$3.3B
Employees
25
Clients
1,651

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24 FEDERAL STREET
FLOOR 9
BOSTON
MA 02110-2516
United States
Operating Hours
8:45-4:45
Monday - Friday
Phone
617-523-3588
Other Offices
1

ReceiptFinancials

Total AUM
$3.3B
Accounts
1,651
Discretionary
$3.2B
Accounts
1,633
Non-Discretionary
$42.8M
Accounts
18

ContactClients

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Individual Clients
1,077
AUM
$315.2M
HNW Individual Clients
549
AUM
$2.8B
Pension/Profit Sharing Plan Clients
4
AUM
$8.8M
Charitable Organization Clients
12
AUM
$75.8M
Corporation or Business Clients
6
AUM
$45.9M
Other Clients
3
AUM
$5.1M
Description of Other Clients
NON-PROFIT ORGANIZATIONS

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony Charge
State Registrations
AZCACOCTDCFLILMAMENHNJNYOHORPATXVAVT

HandshakeAffiliates

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

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