NEW ENGLAND GUILD WEALTH ADVISORS, INC.
CRD #106400 SEC #801-39648 AVON, CT 860-404-5900
SEC Registered
Total AUM
$396.5M
Discretionary
$396.5M
Employees
7
Clients
101
Accounts
716
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2023 | $396.5M | $396.5M | $0 | 7 | 0 |
| Oct 2022 | $396.5M | $396.5M | $0 | 7 | 0 |
| Mar 2022 | $396.5M | $396.5M | $0 | 7 | 0 |
| Mar 2021 | $352.1M | $352.1M | $0 | 6 | 0 |
| Mar 2021 | $352.1M | $352.1M | $0 | 6 | 0 |
| Mar 2021 | $352.1M | $352.1M | $0 | 6 | 0 |
| Jul 2020 | $328.7M | $328.7M | $0 | 6 | 0 |
| Jun 2020 | $328.7M | $328.7M | $0 | 6 | 0 |
| Mar 2020 | $328.7M | $328.7M | $0 | 6 | 0 |
| Nov 2019 | $279.5M | $279.5M | $0 | 6 | 0 |
| Jul 2019 | $279.5M | $279.5M | $0 | 6 | 0 |
| Mar 2019 | $279.5M | $279.5M | $0 | 6 | 0 |
| May 2018 | $393.8M | $393.5M | $322.1K | 5 | 0 |
| Mar 2018 | $393.8M | $393.5M | $322.1K | 5 | 0 |
| Nov 2017 | $345.7M | $345.4M | $389K | 5 | 0 |
| Mar 2017 | $345.7M | $345.4M | $389K | 5 | 200 |
| Nov 2016 | $340.9M | $340.9M | $0 | 5 | 200 |
| Mar 2016 | $340.9M | $340.9M | $0 | 5 | 200 |
| Apr 2015 | $359.2M | $359.2M | $0 | 5 | 200 |
| Mar 2014 | $343.5M | $343.1M | $481K | 6 | 200 |
| Aug 2013 | $296.8M | $296.3M | $465.8K | 6 | 300 |
| Aug 2013 | $296.8M | $296.3M | $465.8K | 6 | 300 |
| Mar 2013 | $296.8M | $296.3M | $465.8K | 6 | 300 |
| Mar 2012 | $273.1M | $272.7M | $445.8K | 6 | 300 |
| Mar 2011 | $279.2M | $268.7M | $10.5M | 10 | -- |
| Mar 2009 | $213.8M | $213.8M | $0 | 10 | -- |
| Nov 2007 | $255.7M | $246M | $9.7M | 10 | -- |
| Feb 2007 | $255.7M | $246M | $9.7M | 10 | -- |
| Mar 2006 | $215.6M | $203.7M | $11.9M | 10 | -- |
| Jul 2004 | $173.2M | $161.6M | $11.7M | 10 | -- |
| Jul 2004 | $173.2M | $161.6M | $11.7M | 10 | -- |
| Mar 2002 | $149.2M | $147.8M | $1.4M | 10 | -- |
DateJan 2023
Total AUM$396.5M
Discretionary$396.5M
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$396.5M
Discretionary$396.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$396.5M
Discretionary$396.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$352.1M
Discretionary$352.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$352.1M
Discretionary$352.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$352.1M
Discretionary$352.1M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$328.7M
Discretionary$328.7M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$328.7M
Discretionary$328.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$328.7M
Discretionary$328.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$279.5M
Discretionary$279.5M
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$279.5M
Discretionary$279.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$279.5M
Discretionary$279.5M
Non-Disc.$0
Employees6
Clients0
DateMay 2018
Total AUM$393.8M
Discretionary$393.5M
Non-Disc.$322.1K
Employees5
Clients0
DateMar 2018
Total AUM$393.8M
Discretionary$393.5M
Non-Disc.$322.1K
Employees5
Clients0
DateNov 2017
Total AUM$345.7M
Discretionary$345.4M
Non-Disc.$389K
Employees5
Clients0
DateMar 2017
Total AUM$345.7M
Discretionary$345.4M
Non-Disc.$389K
Employees5
Clients200
DateNov 2016
Total AUM$340.9M
Discretionary$340.9M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$340.9M
Discretionary$340.9M
Non-Disc.$0
Employees5
Clients200
DateApr 2015
Total AUM$359.2M
Discretionary$359.2M
Non-Disc.$0
Employees5
Clients200
DateMar 2014
Total AUM$343.5M
Discretionary$343.1M
Non-Disc.$481K
Employees6
Clients200
DateAug 2013
Total AUM$296.8M
Discretionary$296.3M
Non-Disc.$465.8K
Employees6
Clients300
DateAug 2013
Total AUM$296.8M
Discretionary$296.3M
Non-Disc.$465.8K
Employees6
Clients300
DateMar 2013
Total AUM$296.8M
Discretionary$296.3M
Non-Disc.$465.8K
Employees6
Clients300
DateMar 2012
Total AUM$273.1M
Discretionary$272.7M
Non-Disc.$445.8K
Employees6
Clients300
DateMar 2011
Total AUM$279.2M
Discretionary$268.7M
Non-Disc.$10.5M
Employees10
Clients--
DateMar 2009
Total AUM$213.8M
Discretionary$213.8M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$255.7M
Discretionary$246M
Non-Disc.$9.7M
Employees10
Clients--
DateFeb 2007
Total AUM$255.7M
Discretionary$246M
Non-Disc.$9.7M
Employees10
Clients--
DateMar 2006
Total AUM$215.6M
Discretionary$203.7M
Non-Disc.$11.9M
Employees10
Clients--
DateJul 2004
Total AUM$173.2M
Discretionary$161.6M
Non-Disc.$11.7M
Employees10
Clients--
DateJul 2004
Total AUM$173.2M
Discretionary$161.6M
Non-Disc.$11.7M
Employees10
Clients--
DateMar 2002
Total AUM$149.2M
Discretionary$147.8M
Non-Disc.$1.4M
Employees10
Clients--