NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC - Financial Advisor in Massachusetts, Wellesley

Tel: 781-416-1700 36 Washington Street, Suite 280 Wellesley, Massachusetts 02481-1922

About NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC is a Wellesley, Massachusetts based financial advisory firm with nearly $2,678,964,904 in assets under management and provides investment advisory services for 2742 clients. There are currently 18 financial advisors at the firm.

General Information

Firm CRD#:

133790

Firm SEC#:

801-63830

Assets Under Management:

$2,678,964,904

No. of Clients:

2742

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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110407

801-18403

1414

$1,908,947,260

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156572

801-73698

$1,733,186,207

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110559

801-39737

1477

$404,735,183

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316736

801-122660

541

$404,020,350

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306898

801-121921

$352,647,809

EMPIRICAL ASSET MANAGEMENT, LLC

155436

801-71967

1058

$328,685,091

FAIRFIELD FINANCIAL ADVISORS

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$301,771,923

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222

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299178

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307

$101,515,957

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$10,223,596

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334203

801-131877

Not Disclosed

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