|
⚲
|
| Keyboard |
| New England Retirement Consultants LLC
✚
|
|
|---|---|
| CRD # | 141573 |
| SEC # | 801-73080 |
| CIK # | |
| AUM | 2,113.8 M (2026-02-27) |
| 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 | 14 | 2.1 |
| (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 | 14 | 2.1 |
| By Discretionary | ||
| Discretionary | 2 | 0.1 |
| Non-Discretionary | 12 | 2.0 |
| Total | 14 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 14 | 2.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 14 |
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lattice Strategies LLC
✚
|
PA | 2,153.5 M |
|
Lawley Retirement Advisors LLC
✚
|
NY | 2,130.1 M |
|
Sparx Asset Management Korea Co Ltd
✚
|
2,126.2 M | |
|
DoubleLine ETF Adviser LP
✚
|
FL | 2,125.6 M |
|
Velocity Capital Advisors LLC
✚
|
NY | 2,115.4 M |
|
Distillate Capital Partners LLC
✚
|
IL | 2,111.5 M |
|
Emerald Mutual Fund Advisers Trust
✚
|
PA | 2,087.2 M |
|
Columbia Capital Management LLC
✚
|
KS | 2,086.4 M |
|
ARIS Management LLC
✚
|
NY | 2,081.2 M |
|
Phoenix Merchant Partners LP
✚
|
NY | 2,064.8 M |