NEW ENGLAND RETIREMENT CONSULTANTS, LLC
CRD #141573 SEC #801-73080 BOSTON, MA (617) 535- 6946
SEC Registered
Total AUM
$1.9B
Discretionary
$0
Employees
3
Clients
25
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.9B | $0 | $1.9B | 3 | 12 |
| Mar 2024 | $1.8B | $0 | $1.8B | 3 | 12 |
| Jun 2023 | $1.6B | $0 | $1.6B | 3 | 13 |
| Mar 2023 | $1.6B | $0 | $1.6B | 3 | 13 |
| Mar 2022 | $1.5B | $0 | $1.5B | 3 | 12 |
| Mar 2021 | $1.5B | $0 | $1.5B | 3 | 12 |
| Mar 2021 | $1.5B | $0 | $1.5B | 3 | 8 |
| Jan 2021 | $1.3B | $0 | $1.3B | 3 | 4 |
| Dec 2020 | $1.3B | $0 | $1.3B | 3 | 4 |
| Mar 2020 | $1.3B | $0 | $1.3B | 3 | 4 |
| Mar 2019 | $1.1B | $1.1B | $0 | 3 | 20 |
| Mar 2018 | $1.1B | $1.1B | $0 | 3 | 14 |
| Dec 2017 | $862M | $862M | $0 | 4 | 14 |
| May 2017 | $862M | $862M | $0 | 4 | 11 |
| Mar 2017 | $2.1B | $0 | $2.1B | 2 | 11 |
| Jan 2017 | $3.5B | $0 | $3.5B | 2 | 11 |
| Mar 2016 | $3.5B | $0 | $3.5B | 1 | 11 |
| Feb 2015 | $2.1B | $0 | $2.1B | 1 | 11 |
| Mar 2014 | $3.3B | $0 | $3.3B | 1 | 11 |
| Mar 2014 | $1.9B | $0 | $1.9B | 1 | 11 |
| Mar 2013 | $1.9B | $0 | $1.9B | 1 | 11 |
| Jan 2013 | $1.6B | $1.6B | $0 | 1 | 1 |
| Dec 2012 | $1.6B | $1.6B | $0 | 1 | 1 |
| Jan 2012 | $1.6B | $1.6B | $0 | 1 | 1 |
DateMar 2025
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees3
Clients12
DateMar 2024
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees3
Clients12
DateJun 2023
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees3
Clients13
DateMar 2023
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees3
Clients13
DateMar 2022
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees3
Clients12
DateMar 2021
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees3
Clients12
DateMar 2021
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees3
Clients8
DateJan 2021
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees3
Clients4
DateDec 2020
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees3
Clients4
DateMar 2020
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees3
Clients4
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees3
Clients20
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees3
Clients14
DateDec 2017
Total AUM$862M
Discretionary$862M
Non-Disc.$0
Employees4
Clients14
DateMay 2017
Total AUM$862M
Discretionary$862M
Non-Disc.$0
Employees4
Clients11
DateMar 2017
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees2
Clients11
DateJan 2017
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees2
Clients11
DateMar 2016
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees1
Clients11
DateFeb 2015
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees1
Clients11
DateMar 2014
Total AUM$3.3B
Discretionary$0
Non-Disc.$3.3B
Employees1
Clients11
DateMar 2014
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees1
Clients11
DateMar 2013
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees1
Clients11
DateJan 2013
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees1
Clients1
DateDec 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees1
Clients1
DateJan 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees1
Clients1