Northeast Private Client Group

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

103 Eisenhower Pkwy Fl 2, Roseland, New ...

Phone Number

(973) 422-9140

Revenue

$8.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Mar
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Jun
ZI Rank
1
2
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About Northeast Private Client Group

Northeast Private Client Group is a boutique financial services advisory firm. The company is key business strategists and critical thinkers. The company helps entrepreneurs and professionals to create real wealth and, in most cases, multigenerational wealth. The company founded the company's business on the simple idea that the best way to help a client achieve financial balance is through careful listening and active engagement, by a multi-disciplinary team. Focused through the company's clear mission and aligned through the company's core values, the company strives to build longstanding relationships by delivering excellence every day.Explore more
Northeast Private Client Group's Social MediaPopular SearchesNortheast Private Client GroupNortheast Private Client Group LLCnortheastprivate.comGuardian LifeNorth East Private Client GroupSIC Code 62,628NAICS Code 52,523Show more

Northeast Private Client Group Org Chart

PhoneEmail
MM
United States flag for contact location.

Chief Administrative Officer

PhoneEmail

PhoneEmail
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Compare Similar Companies to Northeast Private Client Group

Compare insights from companies similar to Northeast Private Client Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Northeast Private Client ...

$8.4M
11-50
Private
<$5M
2010
MM
Maureen MotherwayChief Administrative Officer
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
2016
CC
Cindy CoupalWealth Management Coordinator
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Northeast Private Client Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Northeast Private Client Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Northeast Private Client Group.

Northeast Private Client Group financials insights

Gather financial insights about Northeast Private Client Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$244K

See All Northeast Private Client Group's Financials Insights

Northeast Private Client Group Tech Stack

A closer look at the technologies used by Northeast Private Client Group

Most Recent Scoops

Facilities Relocation / Expansion
Northeast Private Client Group is planning to move offices in March 2024. The move will impact approximately 30 employees at the existing office located at 103 Eisenhower Parkway Suite 308. Roseland, Nj 07068, Suite 308, Roseland, NJ.
Facilities Relocation/Expansion
Funding
Northeast Private Client Group has received an SBA PPP loan in the amount of $244,200 from ConnectOne Bank resulting in the retention of 12 jobs.
Funding
Northeast Private Client Group has received an SBA PPP loan for $150,000-350,000 from ConnectOne Bank, supporting the retention of 13 jobs.
Funding
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Frequently Asked Questions Regarding Northeast Private Client Group

What is Northeast Private Client Group's official website?
Northeast Private Client Group's official website is www.northeastprivate.com
What is Northeast Private Client Group's Revenue?
Northeast Private Client Group's revenue is $8.4 Million
What is Northeast Private Client Group's SIC code?
Northeast Private Client Group's SIC: 62,628
What is Northeast Private Client Group's NAICS code?
Northeast Private Client Group's NAICS: 52,523
How many employees does Northeast Private Client Group have?
Northeast Private Client Group has 11-50 employees
What industry does Northeast Private Client Group belong to?
Northeast Private Client Group is in the industry of: Finance, Securities Trading
What is Northeast Private Client Group competition?
Northeast Private Client Group top competitors include: Mainsail Advisor Group, Nobile Hinchey Private Wealth Management, Vinson Financial Group, Borger Financial Services
What technology does Northeast Private Client Group use?
Some of the popular technologies that Northeast Private Client Group uses are: WordPress.org, PHP, Enom DNS Hosting, Google Font API
How do I contact Northeast Private Client Group?
Northeast Private Client Group contact info: Phone number: (973) 422-9140 Website: www.northeastprivate.com
What does Northeast Private Client Group do?

Northeast Private Client Group is a boutique financial services advisory firm. The company is key business strategists and critical thinkers. The company helps entrepreneurs and professionals to create real wealth and, in most cases, multigenerational wealth. The company founded the company's business on the simple idea that the best way to help a... client achieve financial balance is through careful listening and active engagement, by a multi-disciplinary team. Focused through the company's clear mission and aligned through the company's core values, the company strives to build longstanding relationships by delivering excellence every day.Read More

What are Northeast Private Client Group social media links?
Northeast Private Client Group Linkedin page Northeast Private Client Group Facebook page
Who invested in Northeast Private Client Group?
Northeast Private Client Group has 2 investors including PPP and PPP.
Is Northeast Private Client Group a public company?
Northeast Private Client Group is private company therefore does not currently have an official ticker symbol
See more information about Northeast Private Client Group

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