Asset ManagerRIA · CRD 141573SEC-Registered

Updated:

New England Retirement Consultants

NEW ENGLAND RETIREMENT CONSULTANTS, LLC is an SEC-registered investment adviser in Boston, MA, registered since 2012. The firm manages $2.1 billion in assets.

New England Retirement Consultants

NEW ENGLAND RETIREMENT CONSULTANTS, LLC is an SEC-registered investment adviser in Boston, MA, registered since 2012. The firm manages $2.1 billion in assets. It employs 3 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Frequently asked questions

Does New England Retirement Consultants manage proprietary investment funds?

No, the firm does not manufacture or manage proprietary mutual funds, ETFs, or collective investment trusts. It constructs retirement plan investment menus from third-party asset managers, which allows it to avoid the conflicts of interest that can arise when an advisor recommends in-house products. This open-architecture approach is central to its fiduciary positioning.

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