Northeast Financial Group, Inc., PA — Investment Adviser | BuildTrust

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NORTHEAST FINANCIAL GROUP, INC.

Investment AdviceALLENTOWN, PA

Assets Under Management

$1.2B

Total AUM

Donut chart: Discretionary 595.0M, Non-Discretionary 610.2M
Category	Value
Discretionary	595.0M
Non-Discretionary	610.2M

Adviser Information

Field	Value
CRD Number	122609
SEC Number	801-78187
Street Address	3435 WINCHESTER ROAD
Street Address 2	SUITE 102
Location	ALLENTOWN, PA 18104
Country	United States
Phone	570-688-9898
Fax	(570) 688-2944
Total Employees	10
Business Types	insurance_broker

Client Count by Type (687 Total)

Horizontal bar chart: Individuals (other than H… 418, High Net Worth Individual… 109, Pension/Profit Sharing Pl… 59, Other 52, State/Municipal Govt Enti… 29, Charitable Organizations 13, Pooled Investment Vehicle… 3, Corporations/Businesses 3, Other Investment Advisers 1
Category	Value
Individuals (other than H…	418
High Net Worth Individual…	109
Pension/Profit Sharing Pl…	59
Other	52
State/Municipal Govt Enti…	29
Charitable Organizations	13
Pooled Investment Vehicle…	3
Corporations/Businesses	3
Other Investment Advisers	1