RIA Intel›Advisers›Connecticut›NEW ENGLAND GUILD WEALTH ADVISORS, INC.

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

Advisory

N·AVON, CT

Data as of Jan 27, 2023 · Source: SEC Form ADV

Total AUM
$397M
1-Year AUM Growth
0.0%
3-Year CAGR
+6.7%
Employees
4
Assets Under Management
Total AUM$397M
Discretionary AUM$397M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees4
Investment Advisers7
Employee Growth (1Y)—
Filing History
Total Filings on Record39
First FilingFeb 23, 2001
Latest FilingJan 27, 2023
🔒 Full AUM trend chart and 39 historical filings spanning 22+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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