$77.1M Total AUM
$77.1M Disc. AUM
-- 3Y CAGR
1 Employees
85 ADV. Clients
32 yrs Firm Age
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- Custodian
- First Clearing ยท Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-14-1994
- Office Locations
- 1
Office Locations
728 State Road 2ND Floor Plymouth MA
About NEW England Financial Group
New England Financial Group is a Plymouth, MA advisory practice focused on a low-pressure, high-touch client experience and strong retention. The firm supports retail investors with portfolio construction, asset allocation, and tax planning, using ETFs and mutual funds and incorporating themes like socially responsible investing as appropriate. Operations include relationships with First Clearing and Trade-PMR.
Team overview
-- AVG AGE
$77.1M AVG AUM / ADVISOR
$906.8K AVG AUM / CLIENT
32.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Focus Signal optima
Investment Themes
Vertex Wave element
Investment Vehicles
Pioneer
Services
Radial wave
Owner & Executives
A
ALFRED LEO CAVACCO
Owner, PRINCIPAL
- CRD
- #1897910
- Ownership
- 75% or more
(713) 277-3458
frontier.delta@horizoncapital.com
in linkedin.com/in/element-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,077,628 | -- |
| Non-Discretionary | $0 | -- |
| Total | $77,077,628 | -- |
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Separately Managed Accounts
Total SMA Asset: $77,077,628
Public Funds:
14.8% Equity - Exchange:
40.8% Cash:
44.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $647,458,672 | 14.8% |
| Equity - Exchange | $1,784,886,068 | 40.8% |
| Cash | $1,942,376,014 | 44.4% |
| Total | $4,374,720,754 | 100.0% |