Nefpg

Nefpg (CRD# 105254) is a financial advisory firm headquartered in Burlington, MA. They manage $220,462,679 in 708 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
69 Winn Street, Burlington, MA 01803
http://www.nefpg.com
By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    708
    ACCOUNTS
  • Average Account Value
    $311,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, MA, ME, NH, NY, TX, VT

Financial Advisors at Nefpg
Showing 1 - 3 of 3 top financial advisors.
1
Bradford Nichols, financial advisor Burlington MA
Bradford B. Nichols
CRD#: 2624137
69 Winn Street, Burlington, MA 01803

Bradford Nichols (CRD# 2624137) is an Investment Advisor Representative working at Nefpg in Burlington, MA and has over 28 years of experience in the finance industry.

2
Richard Wojcik, financial advisor Burlington MA
Richard J. Wojcik
CRD#: 471029
69 Winn Street, Burlington, MA 01803

Richard Wojcik (CRD# 471029) is an Investment Advisor Representative working at Nefpg in Burlington, MA and has over 43 years of experience in the finance industry.

3
Michael McCully, financial advisor Burlington MA
Michael McCully
CRD#: 4082184
69 Winn Street, Burlington, MA 01803

Michael McCully (CRD# 4082184) is an Investment Advisor Representative working at Nefpg in Burlington, MA and has over 24 years 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.

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