RIA Intel›Advisers›Massachusetts›NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

Advisory

N·NORTH ANDOVER, MA

Data as of Jun 30, 2021 · Source: SEC Form ADV

Total AUM

$766M

1-Year AUM Growth

+16.9%

3-Year CAGR

+12.5%

Employees

8

Assets Under Management

Total AUM$766M

Discretionary AUM$751M

Non-Discretionary AUM$15M

Discretionary %98%

Total Clients—

Team

Total Employees8

Investment Advisers15

Employee Growth (1Y)—

Filing History

Total Filings on Record51

First FilingMar 7, 2007

Latest FilingJun 30, 2021

🔒 Full AUM trend chart and 51 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.