N.E. Private Client, Ltd
Firm details
- Headquarters
- Attleboro, Massachusetts
- CRD number
- 136058
- Registered since
- March 17, 2006
Firm profile
FINTRXOverview
N.E. Private Client, Ltd is organized as a corporation and is individually owned. Public filings provide very limited information about the firm’s business model, clients, or advisory activities. The available snapshot classifies the firm as "unclassified" and indicates it does not identify as an active ESG investor, a capital allocator, a multi-state adviser, a pension consultant, or a related adviser. There is no published detail on investment approach, client segments served, fee schedule, or product focus.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Mark Hansen
President, Chief Legal OfficerCRD 2888137
Contacts
3 of 3Theodore Charles
CRD 1380264
Scott Schaul
Registered RepresentativeCRD 2200484
Allison Charles
CRD 4907014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Attleboro, MA
Bristol
Location
Attleboro, MA
Headquartered in Attleboro, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Bristol
- Address
- 89 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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