Investment adviser · CRD 141573
NEW ENGLAND RETIREMENT CONSULTANTS, LLC
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Feb 27, 2026
- Regulatory AUM
- $2.11B Form ADV · Item 5.F
- Client accounts
- 14 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 14 | $2,113,790,906 | 100.0% |
Filing source
Form ADV 2060802 · Feb 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2026. View historical filings
Reported services
Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
75 STATE STREET, SUITE 100, PMB 4410BOSTON, MA, 02109, United States
CRD 141573
Filing source
Form ADV 2060802 · Feb 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.