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Building 2NEW ENGLAND CAPITAL

Map pinNORTHAMPTON, MA
Phone413-584-9121
NotebookSEC #801-45616
Total AUM
$314.5M
Employees
12
Clients
380

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 KING STREET
NORTHAMPTON
MA 01060
United States
Operating Hours
8-5
Monday - Friday
Phone
413-584-9121
Other Offices
1

ReceiptFinancials

Total AUM
$314.5M
Accounts
380
Discretionary
$293.5M
Accounts
275
Non-Discretionary
$21M
Accounts
105

ContactClients

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Individual Clients
235
AUM
$37.7M
HNW Individual Clients
134
AUM
$267M
Charitable Organization Clients
11
AUM
$9.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLMANY

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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