NORTHEAST ADVISORY GROUP, LLC

Overview

Northeast Advisory Group, LLC is an independent registered investment adviser operating as a limited liability company and managed by an individual owner. The firm serves both individual and family clients as well as institutional relationships, delivering a mix of financial planning and portfolio management alongside pension consulting support and educational workshops. Its business model combines percentage-of-AUM billing with other fee arrangements and it acts as a capital allocator—selecting and overseeing third‑party managers when appropriate. Investment activity centers on traditional pooled strategies—public mutual funds are the dominant sleeve—while the firm also sources external alternative managers for specific exposures. Services include discretionary portfolio oversight where agreed, plus non‑discretionary advisory relationships, and the firm offers selection-of-other-advisers services, signaling an emphasis on manager due diligence and subadvisor appointments when client needs require specialized solutions. Northeast Advisory Group is not positioned as an active ESG investor and is not structured as a multi‑state adviser.

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Location & Offices