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NEW ENGLAND RETIREMENT CONSULTANTS, LLC
CRD 141573 · SEC 801-73080
75 STATE STREET, SUITE 100, PMB 4410, BOSTON, MA, 02109, United States
Phone
(617) 535- 6946
Fax
(617) 535-6945
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.11B
Discretionary AUM
$112.7M
Team
3 total employees; 3 advisory reps; 14 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 14 | $2.11B |
States served
ME, MA, NH, CT
All web addresses on file
Official SEC filing: View on IAPD