New England Asset Management, Inc.

Overview

New England Asset Management, Inc. is an SEC registered investment adviser based in Farmington, CT, registered since 1984. It reports $112B in assets under management across 1,001 accounts, with 122 employees. It has 1 investment adviser representatives.

Reported AUM

$112B

Discretionary

78%

Accounts

1,001

Average account

$112M

Employees

122

Advisory reps

1

Registered since

1984

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients

Client types

• Government
• Insurance Companies
• Pooled Investment Vehicles

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• William Eugene Rotatori Chief Executive Officer, Chairman CRD 5798044
• Jennifer O Quisenberry Chief Investment Officer CRD 4113064
• William David Wilcox Chief Compliance Officer CRD 2906726

1 more executive officer, with direct contact details

Advisory reps 1 of 1

• Christian Adam Auger Investment Adviser Rep CRD 3225802

Location

Headquarters

74 Batterson Park Rd
Farmington, CT 06032

County

Capitol

Metro area

Hartford-East Hartford-Middletown, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: neamgroup.com

Every state, with registration dates

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