Northeast Investment Management, based in Boston, is ranked No. 61 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $2.9 billion
Accounts Under Management: 1,597
Years in Business: 40
- $3 million minimum asset threshold
Leadership and Contact Information:
Nancy Mulligan, president and managing director
Richard Manoogian, managing director and chief compliance officer
James Murphy, vice president and chief fiduciary officer
northeastinvest.com
24 Federal St., 9th Floor, Boston, MA 02110
(617) 523-3588
