# NEW ENGLAND FINANCIAL GROUP

NEW ENGLAND FINANCIAL GROUP of PLYMOUTH, MA is an SEC-registered investment adviser.

## Registration

- CRD: 131686
- Type: SEC-registered investment adviser
- Location: 728 STATE ROAD, PLYMOUTH, MA, 02360
- Phone: 508-224-0222
- Latest filing: 2026-01-07
- Regulatory AUM: $77.1M
- Discretionary AUM: $77.1M
- Clients: 1
- Accounts: 85

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131686/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131686/similar
- Related entities: https://search.stillhousedata.com/firm/131686/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131686

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.