RIA Intel›Advisers›Pennsylvania›NORTHEAST FINANCIAL GROUP, INC.

NORTHEAST FINANCIAL GROUP, INC.

Advisory

N·ALLENTOWN, PA

Data as of Jul 28, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
+29.1%
3-Year CAGR
+10.3%
Employees
1
Assets Under Management
Total AUM$1.4B
Discretionary AUM$708M
Non-Discretionary AUM$735M
Discretionary %49.1%
Total Clients687
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record32
First FilingDec 15, 2009
Latest FilingJul 28, 2026
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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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