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NEFPG

Tel: 781-272-2200
69 Winn Street
Burlington, Massachusetts  01803

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NEFPG

NEFPG is a Burlington, Massachusetts based financial advisory firm with nearly $226,887,104 in assets under management and provides investment advisory services for 709 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

105254

SEC#:

801-17130

No. of Clients:

709

Assets under Management

$226,887,104

No. of Advisors:

6

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