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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| New England Retirement Consultants LLC
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|---|---|
| CRD # | 141573 |
| SEC # | 801-73080 |
| CIK # | |
| AUM | $1.9 B (2025-03-20) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 617-535-6946 |
| Address | 75 State Street Boston, MA 02109 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 1.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 1.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 12 | 1.9 |
| Total | 12 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 12 | 1.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Piper Sandler & Co
✚
|
MN | 2.0 |
|
Red Cedar Investment Management LLC
✚
|
MI | 2.0 |
|
Lawley Retirement Advisors LLC
✚
|
NY | 2.0 |
|
Columbia Capital Management LLC
✚
|
KS | 1.9 |
|
Saratoga Investment Advisors LLC
✚
|
NY | 1.9 |
|
GE Vernova Investment Advisers LLC
✚
|
CT | 1.9 |
|
Kensington Asset Management LLC
✚
|
TX | 1.9 |
|
CION Investment Management LLC
✚
|
NY | 1.9 |
|
Phoenix Asset Management Partners Limited
✚
|
1.9 | |
|
Commonwealth Credit Advisors LLC
✚
|
FL | 1.9 |