New England Retirement Consultants, LLC
● SEC registered since 2012CRD 141573SEC# 801-73080Boston, MA
Reg. AUM
$2.11B
Employees
3
Accounts
14
Location
Boston, MA
New England Retirement Consultants, LLC assets under management
New England Retirement Consultants, LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2012. It reports $2.1 billion in regulatory assets under management and employs 3 people.
New England Retirement Consultants, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Paul Cappello | Chief Compliance Officer | Under 5% | 2017 |
| Glenn Arthur Jensen Control | Managing Member | Over 75% | 2006 |
Frequently asked questions
How much does New England Retirement Consultants, LLC manage?
New England Retirement Consultants, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does New England Retirement Consultants, LLC have?
New England Retirement Consultants, LLC reports 3 employees.
Where is New England Retirement Consultants, LLC located?
New England Retirement Consultants, LLC is based in Boston, MA and has been SEC-registered since 2012.
Does New England Retirement Consultants, LLC disclose fund performance?
New England Retirement Consultants, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 75 State Street, Suite 100, Pmb 4410, Boston, MA 02109 |
| Phone | (617) 535- 6946 |
| Fax | (617) 535-6945 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.11B▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$2.11Bregulatory AUM
Discretionary $112.7MNon-discretionary $2B