Northeast Investment Management INC
Boston, MA·SEC-registered · CRD #105051
Northeast Investment Management INC is an SEC-registered investment advisory firm in Boston, MA managing $3.3B across 1.7k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.3B
Client accounts
1.7k
Advisory staff
11
Fee model
Fee-based
How Northeast Investment Management INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Northeast Investment Management INC
How much does Northeast Investment Management INC manage?
Per its most recent SEC Form ADV filing (02/19/2026), Northeast Investment Management INC reports $3.3B in regulatory assets under management across roughly 1.7k client accounts.
How does Northeast Investment Management INC charge?
Northeast Investment Management INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Northeast Investment Management INC a fiduciary?
Yes. Northeast Investment Management INC is registered with the U.S. Securities and Exchange Commission (CRD #105051), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Northeast Investment Management INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Northeast Investment Management INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Northeast Investment Management INC's public SEC Form ADV filing (CRD #105051, filed 02/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Northeast Investment Management INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Northeast Investment Management INC? Claim this profile.