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New England Retirement Consultants, LLC

● SEC registered since 2012CRD 141573SEC# 801-73080Boston, MA
Export (members)
Reg. AUM
$1.94B
Employees
3
Accounts
12
Location
Boston, MA

New England Retirement Consultants, LLC assets under management

New England Retirement Consultants, LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2012. It reports $1.9 billion in regulatory assets under management and employs 3 people.

New England Retirement Consultants, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher Paul CappelloChief Compliance OfficerUnder 5%2017
Glenn Arthur Jensen ControlManaging MemberOver 75%2006

Frequently asked questions

How much does New England Retirement Consultants, LLC manage?

New England Retirement Consultants, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does New England Retirement Consultants, LLC have?

New England Retirement Consultants, LLC reports 3 employees.

Where is New England Retirement Consultants, LLC located?

New England Retirement Consultants, LLC is based in Boston, MA and has been SEC-registered since 2012.

Does New England Retirement Consultants, LLC disclose fund performance?

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

Contact & registration

Address75 State Street, Suite 100, Pmb 4410, Boston, MA 02109
Phone(617) 535- 6946
Fax(617) 535-6945
Office hours8:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$1.94B
Total (RAUM)$1.94B