$14.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
100 ADV. Clients
16 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- ElementPioneer signal
- Established Date
- 06-17-2010
- Office Locations
- 1
Office Locations
-- Peabody MA
About Northeast Equity Research Inc.
Northeast Equity Research Inc. is a Peabody-based RIA. The firm has been operating for 16 years. Managing $14.2M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
50 AVG AGE
$14.2M AVG AUM / ADVISOR
$141.5K AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Asset Classes
Radial unison Catalyst alpha Alpha
Client Personas
Optima Atlas momentum
Custodian
Pathway ridge
Investment Themes
Pioneer signal
Investment Vehicles
Beacon bridge
Platform
Fusion
Services
Alpha Eagle Eagle momentum Bridge fusion Foundation harbor Quantum radial
Technology
Zenith Pathway
Owner & Executives
K
KENNETH CHARLES NAGY
Founder, President
- CRD
- #4140933
- Ownership
- 75% or more
(673) 534-8366
pathway.horizon@valuecapital.com
in linkedin.com/in/ridge-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $14,150,000 | -- |
| Total | $14,150,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,150,000
Equity - Exchange:
30.2% U.S. Government/Agency:
69.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $979,927,519 | 30.2% |
| U.S. Government/Agency | $2,264,865,589 | 69.8% |
| Total | $3,244,793,108 | 100.0% |