New England Portfolio Advisors Inc (Boston)

New England Portfolio Advisors Inc is a large advisory firm based in Boston. It manages $531.97 million of regulatory assets for 67 client accounts. It has been registered with the SEC as an adviser since 2001.

New England Portfolio Advisors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

New England Portfolio Advisors: assets under management

The assets under management (AUM) of New England Portfolio Advisors Inc is $531.97 million. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $373.74 million in discretionary accounts and $158.23 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.84 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $52.74 million.

Careers at New England Portfolio Advisors Inc

Robert Lyle Ghegan has been acting as President since 1 Mar 1994. Anthony James Williamson joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Francis Guthrie	Director and president	1 Mar 1987	Other	1680291
Thomas Charles Mcdevitt	Vice president	1 Mar 1988	Other	4320309
Robert Lyle Ghegan	Director	1 Mar 1994	Other	718632
Metropolitan Life Insurance Company	Owner	1 Aug 1996	75% - 100%	4095
Abby C. Von Der Heyde	Clerk and secretary	1 Dec 1997	Other	4320116
Sharon Rice Head	Treasurer	1 Dec 1997	Other	4320126
Thomas M. Lenz	Clerk and secretary	1 Jan 2002	Other	4320116
Anthony James Williamson	Treasurer	1 Oct 2002	Other	4601252

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Metlife	100% shareholder	1 Apr 2000	75% - 100%	13-4075851

Based in Boston

The principal office where New England Portfolio Advisors Inc performs its advisory services is located at 501 Boylston Street, Boston, MA 02116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.