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The New England Guild, Inc. (Avon)


The New England Guild, Inc. is a large advisory firm based in Avon. It manages $296.8 million of regulatory assets for 944 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Massachusetts, New Hampshire, New York, and Texas.




The New England Guild provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The New England Guild: assets under management

The assets under management (AUM) of The New England Guild, Inc. is $296.8 million. The firm's AUM has grown by 99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $296.33 million in discretionary accounts and $465.79 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $314.24 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $465.79 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The New England Guild, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Avon

The principal office where The New England Guild, Inc. performs its advisory services is located at 139 Simsbury Road, Avon, CT 06001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-404-5900 or by fax 860-404-5598. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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