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NEW ENGLAND SCHOONER, INC.

CRD 129552 · SEC 801-133872

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3 CENTENNIAL DRIVE, SUITE 300, PEABODY, MA, 01960, United States

Phone

978-977-4757

Fax

978-977-4764

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$165.2M

Discretionary AUM

$165.2M

Team

4 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals285$90.9M
High net worth individuals35$74.3M

States served

ME, MA, RI, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD