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New England Capital Financial Advisors LLC

● SEC registered since 1999CRD 109203SEC# 801-57122South Meriden, CT
Export (members)
Reg. AUM
$600M
Employees
11
Accounts
2,152
Location
South Meriden, CT

New England Capital Financial Advisors LLC assets under management

New England Capital Financial Advisors LLC is a registered investment adviser overseen by the SEC based in South Meriden, CT. The firm has been registered since 1999. It reports $600 million in regulatory assets under management and employs 11 people.

New England Capital Financial Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Christopher Michael Lee ControlMember10-25%2011
Christopher William Beale ControlManaging MemberOver 75%1999
Darren M Tapley ControlChief Compliance OfficerUnder 5%2011

Frequently asked questions

How much does New England Capital Financial Advisors LLC manage?

New England Capital Financial Advisors LLC reports $600 million in regulatory assets under management on its Form ADV.

How many employees does New England Capital Financial Advisors LLC have?

New England Capital Financial Advisors LLC reports 11 employees.

Where is New England Capital Financial Advisors LLC located?

New England Capital Financial Advisors LLC is based in South Meriden, CT and has been SEC-registered since 1999.

Does New England Capital Financial Advisors LLC disclose fund performance?

New England Capital Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address79 Main Street, South Meriden, CT 06451-5118
Phone203-935-0265
Fax203-935-0266
Office hours8:30a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK196465
Discloses disciplinary historyNo

Assets under management

Discretionary$557.3M
Non-discretionary$42.8M
Total (RAUM)$600M