← Back to searchVisit website
NEW ENGLAND FINANCIAL GROUP
CAVACCO, ALFRED, LEO
CRD 131686
728 STATE ROAD, 2ND FLOOR, PLYMOUTH, MA, 02360, United States
Phone
508-224-0222
Fax
508-224-0963
Registration
— (—)
Source
State registered
Total AUM
$77.1M
Discretionary AUM
$77.1M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-01-07
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $55.8M |
| High net worth individuals | 3 | $21.3M |
All web addresses on file
Official SEC filing: View on IAPD