New England Retirement Consultants, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 141573
- Registered since
- February 3, 2012
- Website
- www.ne-rc.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
New England Retirement Consultants, LLC is an institutional RIA organized as an LLC and SEC-registered since 2012. The firm focuses on pension consulting and advisory services for institutional clients, operating largely in a non-discretionary, consultative capacity rather than as a direct capital allocator. Ownership is listed as individual, and its fee arrangements combine percentage-of-AUM and fixed-fee engagements. The firm identifies as an active ESG investor and was named a "Top RIA Firms to Watch" by investor.com in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Private Funds15%
- Other5%
Owners & executives
1 of 1
John Gepfert
CEOCRD 2794125
Contacts
3 of 3
Christopher Cappello
Managing DirectorCRD 2145940
Glenn Jensen
Founder & Managing PartnerCRD 2193905
Doris Ferullo
CRD 5694346
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, 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
- Suffolk
- Address
- 75 State St
- Time zone
- ET (UTC-5)
- Office locations
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