Nefpg

3 registered advisors · 0 reported ETFs · $0 reported ETF value · $246.1M regulatory AUM

Nefpg is an investment adviser that files Form ADV with the SEC in Burlington, MA, with 3 registered advisors, reporting $246.1M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-09-02 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$246.1MLowTop 67%
  • Clients per advisor65.333ModerateTop 43%
  • Average AUM per client$1.3MLowTop 70%
  • High-net-worth share of clients38.8%ModerateTop 29%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-09-02. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
1982-05-17
SEC file number
801-17130
Form version
10/2021
Latest Form ADV filing
2026-09-02
Address
69 Winn Street, Burlington, MA 01803, United States
Phone
781-272-2200
Website
http://www.nefpg.com

Size

People and clients

Items 5.A through 5.D.

Employees
6
Registered advisors
3
Offices
1
Clients
196
Clients per advisor
65.333
High-net-worth share of clients
38.8%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$246,119,348
Discretionary AUM
$128,479,645
Non-discretionary AUM
$117,639,703
Total accounts
709
Average AUM per client
$1,255,711

Clients

Who the firm serves

Item 5.D, by reported assets.

  • High net worth individuals76 clients
    $207.4M
  • Individuals (non-HNW)120 clients
    $38.7M

Practice

How the firm operates

Items 4 through 9.

Services
Financial Planning Services; Portfolio Management: Individuals and Small Businesses
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Hourly Charges; Compensation: Fixed Fees (Other Than Subscription)
Other business activities
Sells Non-Advisory Products or Services

Source: SEC Form ADV filed by CRD 105254. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
69 Winn StreetBurlingtonMA3

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.