Overview
Assets Under Management: $1.3 billion
Headquarters: DE PERE, WI
High-Net-Worth Clients: 461
Average Client Assets: $1 million
Frequently Asked Questions
N.E.W. ADVISORY SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290405), N.E.W. ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
N.E.W. ADVISORY SERVICES, LLC is headquartered in DE PERE, WI.
N.E.W. ADVISORY SERVICES, LLC serves 461 high-net-worth clients according to their SEC filing dated August 13, 2025. View client details ↓
According to their SEC Form ADV, N.E.W. ADVISORY SERVICES, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
N.E.W. ADVISORY SERVICES, LLC manages $1.3 billion in client assets according to their SEC filing dated August 13, 2025.
According to their SEC Form ADV, N.E.W. ADVISORY SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 461
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.30
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 8,245
Discretionary Accounts: 7,550
Non-Discretionary Accounts: 695
Regulatory Filings
CRD Number: 290405
Filing ID: 2008286
Last Filing Date: 2025-08-13 11:11:00
Website: https://northrightfinancial.com