NEW ENGLAND FINANCIAL GROUP

NEW ENGLAND FINANCIAL GROUP of PLYMOUTH, MA is an SEC-registered investment adviser (CRD 131686). Regulatory assets under management: $77.1M.

Registration

• CRD: 131686
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131686 on SEC IAPD (source of record)
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