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Building 2NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

Map pinWELLESLEY, MA
Phone781-416-1700
NotebookSEC #801-63830
Total AUM
$5.1B
Employees
21
Clients
436

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
36 WASHINGTON STREET, SUITE 280
WELLESLEY
MA 02481-1922
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
781-416-1700
Other Offices
2

ReceiptFinancials

Total AUM
$5.1B
Accounts
3,111
Discretionary
$3.8B
Accounts
2,911
Non-Discretionary
$1.3B
Accounts
200

ContactClients

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Individual Clients
38
AUM
$24.8M
HNW Individual Clients
338
AUM
$3B
Pension/Profit Sharing Plan Clients
1
AUM
$134.3M
Charitable Organization Clients
58
AUM
$1.9B
Corporation or Business Clients
1
AUM
$6.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLILMANHNYRITX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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