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- Custodian
- Capital Group · Charles Schwab & Company · Equity Trust · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-20-1998
- Office Locations
- 2
Office Locations
About Northeast Financial Group, Inc.
Northeast Financial Group (NEFG) is an independent fiduciary firm providing coordinated financial planning and investment management for individuals, organizations, and retirement plan sponsors, serving retail and institutional clients. Its open-architecture approach and focus on alternate income funds and other alternatives aim to bring clarity across multiple accounts, supported by an ongoing Financial Wellness program.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSH ROBERT LAYCHOCK
Chief Compliance Officer, President, Principal
- CRD
- #4412241
- Ownership
- 75% or more
ROBERT LEE HACKENBERG JR.
Chief Compliance Officer, Principal
- CRD
- #1064715
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $707,986,819 | $478,369 |
| Non-Discretionary | $734,755,740 | $3,194,590 |
| Total | $1,442,742,559 | $843,709 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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