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NORTHEAST FINANCIAL
Tel: 203-226-8997
518-B Riverside Avenue 2nd Floor
Westport, Connecticut 06880-0630
NORTHEAST FINANCIAL
NORTHEAST FINANCIAL is a Westport, Connecticut based financial advisory firm with nearly $4,149,434,633 in assets under management and provides investment advisory services for 1537 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
110361
SEC#:
801-60134
No. of Clients:
1537
Assets under Management
$4,149,434,633
No. of Advisors:
8
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