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NEFPG

BURLINGTON, MA · CRD 105254 · IAPD ↗ · nefpg.com · 781-272-2200

$246.1MRegulatory AUM
2Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2025 — NEFPG reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.