$105.3M Total AUM
$105.3M Disc. AUM
-- 3Y CAGR
1 Employees
86 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-08-1995
- Office Locations
- 1
Office Locations
10 North Main Street Third Floor Fall River MA
About Northeast Capital Management, Inc.
Northeast Capital Management, Inc. is a Coral Gables-based RIA. The firm has been operating for 30 years. Managing $105.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$105.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
31 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Platform
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Services
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Owner & Executives
R
ROGER H SAINT-PIERRE
DIRECTOR, President, TREASURER
- CRD
- #2649014
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,256,041 | -- |
| Non-Discretionary | $0 | -- |
| Total | $105,256,041 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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