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NORTHEAST EQUITY RESEARCH INC.

CRD 154083

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$14.2M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Commissions

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)PONTERA HELD AWAY 401K ASSETS

Client types

TypeClientsAUM
Individuals100$14.2M

All web addresses on file

Official SEC filing: View on IAPD