Nepc, LLC

Nepc, LLC (CRD# 110562) is a financial advisory firm headquartered in Boston, MA. They manage $15,271,000,000 in 45 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    15,271
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $339,355,556
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Nepc, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel D. Hennessy
CRD#: 4267436
900 Veterans Boulevard, Suite 340, Redwood City, CA 94063
90
Wealthminder
score

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.

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