N
$165.2M Total AUM
$165.2M Disc. AUM
-- 3Y CAGR
4 Employees
320 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-07-2006
- Office Locations
- 1
Office Locations
3 Centennial Drive Peabody MA
About NEW England Schooner, Inc.
NEW England Schooner, Inc. is a Peabody-based RIA. The firm has been operating for 20 years. Managing $165.2M in total assets under management, with 4 advisory representatives. They custody assets with Pershing.
Team overview
60 AVG AGE
$41.3M AVG AUM / ADVISOR
$516.3K AVG AUM / CLIENT
14.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
RAYMOND PAUL JACQUES CFP
President
- CRD
- #1451245
- Ownership
- 75% or more
Available
Available
Available
JUSTIN Taylor BRUZZESE
Chief Compliance Officer
- CRD
- #7121391
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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KEVIN E. NORWOOD
Chief Executive Officer
- CRD
- #4461801
Available
Available
Available
STEPHEN ANDREW TAYLOR
--
- CRD
- #2562584
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $165,206,151 | $309,375 |
| Non-Discretionary | $0 | -- |
| Total | $165,206,151 | $309,375 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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