Northeast Financial Consultants is an investment advisor in Westport with $4.52 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
61562117
SEC advisor number
801-60134
FINRA CRD number
110361
AUM ?
$3.70 bn
(as of 8 Jun 23)
Accounts
1,557
(as of 8 Jun 23)
Employees
8
(3 investment advisory or research)
Address
Northeast Financial Consultants
518-B RIVERSIDE AVENUE
2ND FLOOR
WESTPORT
CT 06880
518-B RIVERSIDE AVENUE
2ND FLOOR
WESTPORT
CT 06880
Phone
2032268997
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21