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| Northeast Financial Consultants LLC
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|
|
|---|---|
| CRD # | 110361 |
| SEC # | 801-60134 |
| CIK # | 0001599863 |
| AUM | $3.7 BB (2023-03-30) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 203-226-8997 |
| Address | 518B Riverside Avenue Westport, CT 06880-0630 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PFE | 284,248.0 | 107.8 | |
| AAPL | 2,382,844.0 | 63.5 | |
| MSFT | 1,918,222.4 | 35.8 | |
| AMZN | 1,092,997.8 | 33.3 | |
| JPM | 340,169.2 | 23.0 | |
| GOOG | 1,482,566.4 | 21.8 | |
| GOOGL | 1,475,138.5 | 18.8 | |
| BAC | 278,315.2 | 15.0 | |
| BXSL | 4,025.1 | 14.6 | |
| CVX | 294,604.1 | 12.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 0.0 |
| (b) Individuals (high net worth individuals) | 239 | 3.7 |
| (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 | 1,557 | 3.7 |
| By Discretionary | ||
| Discretionary | 1,548 | 3.7 |
| Non-Discretionary | 9 | 0.0 |
| Total | 1,557 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 3.6 | |
| Total | 1,557 | 3.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001599863] |
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|---|---|---|
|
Foundations Investment Advisors LLC
✚
|
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|
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|
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MA | 3.7 |
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Kovack Advisors Inc
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FL | 3.7 |