NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
Investment Advice|SOUTH MERIDEN, CT|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$600M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 557.3M |
| Non-Discretionary | 42.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 109203 |
| SEC Number | 801-57122 |
| Street Address | 79 MAIN STREET |
| Location | SOUTH MERIDEN, CT 06451-5118 |
| Country | United States |
| Phone | 203-935-0265 |
| Fax | 203-935-0266 |
| Total Employees | 11 |
Client Count by Type (1,163 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 966 |
| High Net Worth Individual… | 176 |
| Pension/Profit Sharing Pl… | 16 |
| Corporations/Businesses | 3 |
| Charitable Organizations | 2 |
County data not available for this organization.