Northeast Financial Consultants Review


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Northeast Financial Consultants, federally registered in 2001, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 2 advisors. Northeast Financial Consultants manages $2.7 billion and provides investment advisory services for 211 clients (1:106 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $0
Avg Account Balance $12,614,327
Hybrid Advisor No
Disciplinary History No
Total AUM $2.7 billion
Advisor / Client Ratio 1:106
Headquarters Westport, CT
SEC Filings Forms and Brochures
State(s) Registered AZ, CA, CT, FL, MD, MA, NJ, NY, PA, SC, TX


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