← Back to searchVisit website
NORTHEAST ADVISORY GROUP, LLC
CRD 287954
428 LACKAWANNA AVENUE, SCRANTON, PA, 18503, United States
Phone
570-343-0800
Fax
570-343-0801
Registration
— (—)
Source
State registered
Total AUM
$56.3M
Discretionary AUM
$16.7M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; FEES FROM THIRD-PARTY MONEY MANAGERS
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $18.3M |
| High net worth individuals | 10 | $21.3M |
| Pension/profit sharing plans | 6 | $14.7M |
| Charitable organizations | 1 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD