Northeast Investment Management, Inc.

EST. AUM
$2,937,702,418

CONTACTS
12

CLIENT ACCOUNTS
1,597

Firm Details

Metro area Boston
CRD Number 105051
Website northeastinvest.com
Client types

Overview

For more than 60 years, Northeast Investment Management, Inc. and its predecessors have been independent wealth managers whose focus has been managing the financial affairs of their clients with dedication and personalized service. This focus has not changed. Members of their team have been with them, on average, for more than 15 years. Their clients value this familiarity and continuity. Their clients include individuals, multi-generational families, trusts, foundations and charitable entities. Many of the clients they work with today are the children and grandchildren of clients they began working with decades ago. Northeast is wholly owned by its partners, all of whom are actively engaged in serving their clients. They are a registered investment adviser with more than $1.4 billion in assets under management.

Platform Details

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Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Northeast Investment Management, Inc.

Platform Details

Investment Preferences

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