Nepc, LLC

Nepc, LLC (CRD# 110562) is a financial advisory firm headquartered in Boston, MA. They manage $95,392,808,194 in 110 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
255 State Street, Boston, MA 02109
https://www.linkedin.com/company/28060/
By the Numbers
  • Total Assets Under Management
    95,393
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $867,207,347
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DE, FL, GA, IL, LA, MA, MI, MN, NC, NH, NJ, NV, NY, OH, OR, TX, UT

Financial Advisors at Nepc, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Hennessy, financial advisor Redwood City CA
Daniel D. Hennessy
CRD#: 4267436
900 Veterans Boulevard, Suite 340, Redwood City, CA 94063

Daniel Hennessy (CRD# 4267436) is an Investment Advisor Representative working at Nepc, LLC in Redwood City, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals