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Last updated: January 16th, 2020. Data source: SEC filings.
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.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||7|
|Percentage of Advisors Trusted||33%|
|Average Client Balance||$12,614,327|
|Total AUM||$2.7 billion|
|Advisor / Client Ratio||1:106|
|SEC Filings||Forms and Brochures (CRD # 110361)|
|State(s) Registered||AZ, CA, CT, FL, MD, MA, NJ, NY, PA, SC, TX|