Sign in
Create a free account
NORTHEAST FINANCIAL GROUP, INC.
ALLENTOWN, PA
570-688-9898
SEC #801-78187Total AUM
$1.4B
Employees
1Clients
739Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3435 WINCHESTER ROAD
SUITE 102
ALLENTOWN
PA 18104
United States
SUITE 102
ALLENTOWN
PA 18104
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
570-688-9898
Other Offices
2
Financials
Total AUM
$1.4B
Accounts
1,710Discretionary
$708M
Accounts
1,480Non-Discretionary
$734.8M
Accounts
230
Clients
Individual Clients
393AUM
$148.6M
HNW Individual Clients
160AUM
$383.6M
Pooled Vehicle Clients
4AUM
$22.4M
Pension/Profit Sharing Plan Clients
58AUM
$401.1M
Charitable Organization Clients
17AUM
$76.8M
Government Entity Clients
31AUM
$266.5M
Investment Advisor Clients
1AUM
$121.1M
Corporation or Business Clients
14AUM
$18.9M
Other Clients
61AUM
$3.8M
Description of Other Clients
LIMITED POWER OF ATTORNEY ACCESS ACCOUNTS, MUTUAL FUND DIRECT ACCOUNTS.
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CADEFLILNCNHNJNYPASCTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.