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Building 2NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC

Map pinSOUTH MERIDEN, CT
Phone203-935-0265
NotebookSEC #801-57122
Total AUM
$673M
Employees
12
Clients
1,211

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
79 MAIN STREET
SOUTH MERIDEN
CT 06451-5118
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
203-935-0265

ReceiptFinancials

Total AUM
$673M
Accounts
3,067
Discretionary
$624.8M
Accounts
3,052
Non-Discretionary
$48.3M
Accounts
15

ContactClients

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Individual Clients
1,012
AUM
$306.3M
HNW Individual Clients
173
AUM
$304.3M
Pension/Profit Sharing Plan Clients
18
AUM
$55.8M
Charitable Organization Clients
5
AUM
$5M
Corporation or Business Clients
3
AUM
$1.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGALAMAMENCNHNJNYPARISCTNTXVAVT

HandshakeAffiliates

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

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