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- Custodian
- Alerus · Charles Schwab & Company · SEI · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Focus vital
- Established Date
- 07-05-2000
- Office Locations
- 2
Office Locations
About Northeast Advisers, Inc.
Northeast Advisers, Inc. is a boutique RIA serving individuals and families with comprehensive financial planning and disciplined, long-term portfolio management. The team emphasizes fiduciary guidance, ongoing monitoring, and “what-if” analysis, and coordinates with clients’ tax and legal professionals to simplify the full financial picture. Assets are held with a third-party custodian with independent reporting.
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Owner & Executives
ERIC J BLEILER
Certified Financial Planner, INVESTMENT ADVISORY REPRESENTATIVE
- CRD
- #5722300
- Ownership
- 25% but less than 50%
REBECCA PROETTO
Chief Compliance Officer, Investment Advisor
- CRD
- #6508052
- Ownership
- 25% but less than 50%
North foundation
Harbor crest
- CRD
- #53267
- Ownership
- 17.8%
Showing 2 of 3 owners & executives
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Sarah E Cardamone
Investment Advisor
- CRD
- #7404611
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $639,108,000 | $1,699,755 |
| Total | $639,108,000 | $1,699,755 |
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Separately Managed Accounts
Total SMA Asset: $639,108,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,169,220,678 | 34.0% |
| Cash | $2,335,102,260 | 36.6% |
| Equity - Exchange | $433,844,136 | 6.8% |
| U.S. Government/Agency | $1,441,893,745 | 22.6% |
| Total | $6,380,060,819 | 100.0% |