NEW ENGLAND GUILD WEALTH ADVISORS, INC.

HTTP://WWW.NEGUILD.COM AVON, CT Investment Advisor How do I update this listing?

Also known as:

  • NEW ENGLAND GUILD INC /ADV

NEW England Guild Wealth Advisors is based out of Avon. NEW England Guild Wealth Advisors is a large advisory firm with 179 clients and discretionary assets under management (AUM) of $279,486,742 (Form ADV from 2018-07-01). Their last reported 13F filing for Q2 2019 included $134,671,000 in managed 13F securities and a top 10 holdings concentration of 56.96%. NEW England Guild Wealth Advisors's largest holding is Vanguard Intermediate-Term Govt Bond ETF with shares held of 153,237. Whalewisdom has at least 7 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $134.671 Million
  • Prior Market Value $132.2 Million
  • New Purchases4 stocks
  • Additional Purchases17 stocks
  • Sold out of1 stock
  • Reduced holdings in20 stocks
  • Top 10 Holdings % 56.96 %
  • Turnover % [1]:9.26%
  • Turnover Alt % [2]: 2.48 %
  • Time Held Top20:1.95 quarters
  • Time Held Top10:1.90 quarters
  • Time Held All:1.81 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

NEW ENGLAND GUILD WEALTH ADVISORS, INC.
139 SIMSBURY ROAD
AVON CT    06001
Country: United States

Business Phone: 860-404-5900
Fax: 860-404-5598
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CT
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 26,095,600
Total Number of Clients: 179
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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