N.E. Private Client, Ltd

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Attleboro, Massachusetts
CRD number
136058
Registered since
March 17, 2006

Firm profile

FINTRX

Overview

N.E. Private Client, Ltd is set up as a privately held corporation with individual ownership. Public records for the firm provide very limited operational detail: fields for client base, fee structure, business activities and advisory activities are not populated in the available snapshot, and the firm does not list awards or industry affiliations. The firm's profile indicates several negative/NO flags: it is not identified as a capital allocator, does not present itself as an active ESG investor, is not a multi-state adviser, is not a newly formed adviser, and is not listed as a pension consultant or related adviser. The record also shows a single office on file. Given the sparse disclosure, anyone seeking to evaluate the firm should request up-to-date materials directly from the firm to confirm services offered, client types, and asset or account information.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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