|
⚲
|
| New England Private Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 133790 |
| SEC # | 801-63830 |
| CIK # | 0001582813 |
| AUM | $2.7 BB (2024-05-24) |
| Employees | 18 (44% Investors, 0% Brokers) |
| Phone | 781-416-1700 |
| Address | 36 Washington Street, Suite 280 Wellesley, MA 02481-1922 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| BNL | 3,555.4 | 28.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 0.0 |
| (b) Individuals (high net worth individuals) | 305 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,742 | 2.7 |
| By Discretionary | ||
| Discretionary | 2,667 | 2.3 |
| Non-Discretionary | 75 | 0.4 |
| Total | 2,742 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 2,742 | 2.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001582813] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ancora Family Wealth Advisors LLC
✚
|
OH | 2.7 |
|
Steele Capital Management Inc
✚
|
IA | 2.7 |
|
The Roosevelt Investment Group LLC
✚
|
NY | 2.7 |
|
Arkadios Wealth Advisors LLC
✚
|
GA | 2.7 |
|
The Burney Company
✚
|
VA | 2.7 |
|
Sol Capital Management Co
✚
|
MD | 2.7 |
|
Globalt Investments LLC
✚
|
GA | 2.7 |
|
Equity Investment Corporation
✚
|
GA | 2.7 |
|
Sagewood Asset Management LP
✚
|
NY | 2.6 |
|
Apexium Financial LP
✚
|
TX | 2.6 |