|
⚲
|
| New England Schooner Inc
✚
|
|
|---|---|
| CRD # | 129552 |
| SEC # | 801-133872 |
| CIK # | |
| AUM | $165.2 M (2026-03-10) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 978-977-4757 |
| Address | 3 Centennial Drive Peabody, MA 01960 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 90.9 |
| (b) Individuals (high net worth individuals) | 35 | 74.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 534 | 165.2 |
| By Discretionary | ||
| Discretionary | 534 | 165.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 534 | 165.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.2 | |
| Total | 534 | 165.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vision Financial Management LLC
✚
|
OH | 0.2 |
|
Feltl Advisors LLC
✚
|
MN | 0.2 |
|
MK Brown Wealth Advisory LLC
✚
|
OH | 0.2 |
|
Dedeker Financial LLC
✚
|
MN | 0.2 |
|
Curtis Capital Advisors LLC
✚
|
KS | 0.2 |
|
KC Asset Management Inc
✚
|
0.2 | |
|
Wolfers Asset Management LLC
✚
|
0.2 | |
|
Redswan PC Inc
✚
|
TX | 0.2 |
|
Expressive Wealth LLC
✚
|
IL | 0.2 |
|
PR Wealth Management Group Inc
✚
|
IL | 0.2 |