← Back to searchVisit website
NORTHEAST ADVISERS, INC.
NORTHEAST ADVISERS INC
CRD 108835 · SEC 801-57720
163 W. LANCASTER AVE, PAOLI, PA, 19301, United States
Phone
610-240-7955
Fax
610-240-7956
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$639.1M
Discretionary AUM
$0
Team
5 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 228 | $88.4M |
| High net worth individuals | 105 | $346.0M |
| Pension/profit sharing plans | 40 | $164.2M |
| Charitable organizations | 2 | $40.1M |
| Corporations/business entities | 1 | $314K |
States served
NJ, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD