Northeastern Financial Consultants

NORTHEASTERN FINANCIAL CONSULTANTS, INC. is an SEC-registered investment adviser in SOUTH ABINGTON TOWNSHIP, PA.

Northeastern Financial Consultants

NORTHEASTERN FINANCIAL CONSULTANTS, INC. is an SEC-registered investment adviser in SOUTH ABINGTON TOWNSHIP, PA. The firm manages approximately $73 million in regulatory assets. It has 2 employees and 2 investment advisers.

linkedin.com/company/northeastern-financial-consultants-inc

General information

Firm type

RIA

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What services does Northeastern Financial Consultants offer?

As a registered investment advisor, Northeastern Financial Consultants typically provides financial planning, investment management, and retirement strategy services to individuals and institutions. Specific service details are not publicly available, but RIA firms generally offer discretionary portfolio management and financial advisory.

Is Northeastern Financial Consultants a fiduciary?

Yes, as a registered investment advisor under the Investment Advisers Act of 1940, Northeastern Financial Consultants is legally required to act as a fiduciary for its clients, meaning it must put client interests first. This is a standard regulatory requirement for RIAs, distinct from brokers acting under a suitability standard.

What is the firm's investment philosophy?

The firm's investment philosophy is not publicly documented. Based on typical RIA practices, it likely employs a diversified approach across asset classes such as equities, fixed income, and alternatives, tailored to client risk tolerance and goals. Without public disclosure, specific strategies remain unknown.

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