$246.1M Total AUM
$128.5M Disc. AUM
-0.2% 3Y CAGR
6 Employees
196 ADV. Clients
44 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-17-1982
- Office Locations
- 1
Office Locations
69 Winn Street Burlington MA
About Nefpg
Nefpg is a Burlington-based RIA. The firm has been operating for 44 years. Managing $246.1M in total assets under management, with 2 advisory representatives. They custody assets with Raymond James.
Team overview
45 AVG AGE
$123.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
14.3 yrs AVG TENURE
6 Employees
2 Advisory Reps
3 RIA Reps
44yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
BRADFORD BERGH NICHOLS
Chief Compliance Officer
- CRD
- #2624137
- Ownership
- 50% but less than 75%
Available
Available
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R
RICHARD JOSEPH WOJCIK
--
- CRD
- #471029
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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M
MICHAEL MCCULLY
--
- CRD
- #4082184
Available
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Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,479,645 | $338,996 |
| Non-Discretionary | $117,639,703 | $356,484 |
| Total | $246,119,348 | $347,136 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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