NORTHEAST FINANCIAL GROUP, INC.
CRD #122609 SEC #801-78187 ALLENTOWN, PA 570-688-9898
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$595M
Employees
10
Clients
26
Accounts
1,368
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $595M | $610.2M | 10 | 0 |
| Dec 2024 | $1B | $538.5M | $462M | 9 | 0 |
| Apr 2024 | $1B | $538.5M | $462M | 9 | 0 |
| Mar 2024 | $1B | $538.5M | $462M | 9 | 0 |
| Feb 2024 | $775.1M | $389.3M | $385.8M | 7 | 0 |
| Apr 2023 | $775.1M | $389.3M | $385.8M | 7 | 0 |
| Mar 2023 | $775.1M | $389.3M | $385.8M | 7 | 0 |
| Mar 2023 | $864.7M | $359.9M | $504.8M | 12 | 2 |
| Aug 2022 | $864.7M | $359.9M | $504.8M | 12 | 2 |
| Jul 2022 | $864.7M | $359.9M | $504.8M | 12 | 2 |
| Jun 2022 | $845.4M | $340.5M | $504.8M | 12 | 2 |
| Mar 2022 | $845.4M | $340.5M | $504.8M | 12 | 2 |
| Mar 2021 | $696.5M | $223.1M | $473.3M | 11 | 0 |
| Oct 2020 | $596.5M | $197.2M | $399.3M | 11 | 5 |
| Oct 2020 | $596.5M | $197.2M | $399.3M | 11 | 5 |
| Aug 2020 | $596.5M | $197.2M | $399.3M | 11 | 5 |
| Jun 2020 | $596.5M | $197.2M | $399.3M | 11 | 5 |
| Mar 2020 | $596.5M | $197.2M | $399.3M | 11 | 5 |
| Mar 2019 | $503.7M | $174.7M | $329M | 11 | 0 |
| Mar 2018 | $455.1M | $188M | $267.1M | 6 | 9 |
| May 2017 | $385.5M | $145.1M | $240.4M | 6 | 400 |
| Apr 2016 | $349.8M | $116.3M | $233.5M | 5 | 600 |
| Mar 2015 | $324.7M | $116.8M | $207.9M | 9 | 551 |
| Mar 2014 | $252.3M | $96M | $156.3M | 9 | 473 |
| Jun 2013 | $143.1M | $79.8M | $63.3M | 8 | 443 |
| Sep 2012 | $63.1M | $62.2M | $864.2K | 1 | 257 |
| Aug 2012 | $63.1M | $62.2M | $864.2K | 1 | 257 |
| Jun 2012 | $63.1M | $62.2M | $864.2K | 1 | 257 |
| Mar 2012 | $58.8M | $57.9M | $850.5K | 1 | 257 |
| Apr 2011 | $54.1M | $52.6M | $1.5M | 5 | -- |
| Jun 2010 | $47.4M | $47.4M | $0 | 5 | -- |
| Apr 2010 | $47.4M | $47.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$1.2B
Discretionary$595M
Non-Disc.$610.2M
Employees10
Clients0
DateDec 2024
Total AUM$1B
Discretionary$538.5M
Non-Disc.$462M
Employees9
Clients0
DateApr 2024
Total AUM$1B
Discretionary$538.5M
Non-Disc.$462M
Employees9
Clients0
DateMar 2024
Total AUM$1B
Discretionary$538.5M
Non-Disc.$462M
Employees9
Clients0
DateFeb 2024
Total AUM$775.1M
Discretionary$389.3M
Non-Disc.$385.8M
Employees7
Clients0
DateApr 2023
Total AUM$775.1M
Discretionary$389.3M
Non-Disc.$385.8M
Employees7
Clients0
DateMar 2023
Total AUM$775.1M
Discretionary$389.3M
Non-Disc.$385.8M
Employees7
Clients0
DateMar 2023
Total AUM$864.7M
Discretionary$359.9M
Non-Disc.$504.8M
Employees12
Clients2
DateAug 2022
Total AUM$864.7M
Discretionary$359.9M
Non-Disc.$504.8M
Employees12
Clients2
DateJul 2022
Total AUM$864.7M
Discretionary$359.9M
Non-Disc.$504.8M
Employees12
Clients2
DateJun 2022
Total AUM$845.4M
Discretionary$340.5M
Non-Disc.$504.8M
Employees12
Clients2
DateMar 2022
Total AUM$845.4M
Discretionary$340.5M
Non-Disc.$504.8M
Employees12
Clients2
DateMar 2021
Total AUM$696.5M
Discretionary$223.1M
Non-Disc.$473.3M
Employees11
Clients0
DateOct 2020
Total AUM$596.5M
Discretionary$197.2M
Non-Disc.$399.3M
Employees11
Clients5
DateOct 2020
Total AUM$596.5M
Discretionary$197.2M
Non-Disc.$399.3M
Employees11
Clients5
DateAug 2020
Total AUM$596.5M
Discretionary$197.2M
Non-Disc.$399.3M
Employees11
Clients5
DateJun 2020
Total AUM$596.5M
Discretionary$197.2M
Non-Disc.$399.3M
Employees11
Clients5
DateMar 2020
Total AUM$596.5M
Discretionary$197.2M
Non-Disc.$399.3M
Employees11
Clients5
DateMar 2019
Total AUM$503.7M
Discretionary$174.7M
Non-Disc.$329M
Employees11
Clients0
DateMar 2018
Total AUM$455.1M
Discretionary$188M
Non-Disc.$267.1M
Employees6
Clients9
DateMay 2017
Total AUM$385.5M
Discretionary$145.1M
Non-Disc.$240.4M
Employees6
Clients400
DateApr 2016
Total AUM$349.8M
Discretionary$116.3M
Non-Disc.$233.5M
Employees5
Clients600
DateMar 2015
Total AUM$324.7M
Discretionary$116.8M
Non-Disc.$207.9M
Employees9
Clients551
DateMar 2014
Total AUM$252.3M
Discretionary$96M
Non-Disc.$156.3M
Employees9
Clients473
DateJun 2013
Total AUM$143.1M
Discretionary$79.8M
Non-Disc.$63.3M
Employees8
Clients443
DateSep 2012
Total AUM$63.1M
Discretionary$62.2M
Non-Disc.$864.2K
Employees1
Clients257
DateAug 2012
Total AUM$63.1M
Discretionary$62.2M
Non-Disc.$864.2K
Employees1
Clients257
DateJun 2012
Total AUM$63.1M
Discretionary$62.2M
Non-Disc.$864.2K
Employees1
Clients257
DateMar 2012
Total AUM$58.8M
Discretionary$57.9M
Non-Disc.$850.5K
Employees1
Clients257
DateApr 2011
Total AUM$54.1M
Discretionary$52.6M
Non-Disc.$1.5M
Employees5
Clients--
DateJun 2010
Total AUM$47.4M
Discretionary$47.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$47.4M
Discretionary$47.4M
Non-Disc.$0
Employees5
Clients--