RIA Intel›Advisers›Connecticut›NORTHEAST FINANCIAL CONSULTANTS, LLC

NORTHEAST FINANCIAL CONSULTANTS, LLC

Advisory

N·WESTPORT, CT

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$4.6B
1-Year AUM Growth
+10.6%
3-Year CAGR
+0.5%
Employees
3
Assets Under Management
Total AUM$4.6B
Discretionary AUM$4.6B
Non-Discretionary AUM$4M
Discretionary %99.9%
Total Clients292
Team
Total Employees3
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record39
First FilingMar 27, 2001
Latest FilingMar 31, 2025
🔒 Full AUM trend chart and 39 historical filings spanning 24+ 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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