N.E. Private Client, Ltd
Firm details
- Headquarters
- Attleboro, Massachusetts
- CRD number
- 136058
- Registered since
- March 17, 2006
Firm profile
FINTRXOverview
N.E. Private Client, Ltd. is organized as a corporation and has been registered with the SEC since 2006. The firm is individually owned and is categorized in available records as "unclassified." Public disclosures indicate it does not identify as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm has not published details about its advisory services, investment approach, target client segments, or manager allocation preferences in the source material.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Mark Hansen
President, Chief Legal OfficerCRD 2888137
Contacts
3 of 3Scott Schaul
Registered RepresentativeCRD 2200484
Theodore Charles
CRD 1380264
Allison Charles
CRD 4907014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Attleboro, MA
Bristol
Location
Attleboro, MA
Headquartered in Attleboro, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Bristol
- Address
- 89 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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