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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| New England Schooner Inc
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|---|---|
| CRD # | 129552 |
| SEC # | 801-133872 |
| CIK # | |
| AUM | $130.8 M (2025-06-12) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 978-977-4757 |
| Address | 3 Centennial Drive Peabody, MA 01960 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 315 | 82.1 |
| (b) Individuals (high net worth individuals) | 21 | 48.6 |
| (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 | 336 | 130.8 |
| By Discretionary | ||
| Discretionary | 336 | 130.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 336 | 130.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.8 | |
| Total | 336 | 130.8 |
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|---|---|---|
|
Expressive Wealth LLC
✚
|
IL | 0.1 |
|
Lucien Stirling & Gray Advisory Group Inc
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TX | 0.1 |
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Avocet Capital Management LLC
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IL | 0.1 |
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Brazos Wealth Advisors LLC
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TX | 0.1 |
|
Jefferson Bridge Capital LLC
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TN | 0.1 |
|
Intercarolina Financial Services Inc
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|
NC | 0.1 |
|
October Wealth Advisors Inc
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|
AR | 0.1 |
|
Strategic Wealth Management LLC
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|
TX | 0.1 |
|
TNL Asset Management LLC
✚
|
CO | 0.1 |
|
Marathon Strategic Advisors LLC
✚
|
PA | 0.1 |