Overview
Assets Under Management: $143 million
Headquarters: SOUTH PASADENA, CA
High-Net-Worth Clients: 77
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.41
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 438
Discretionary Accounts: 253
Non-Discretionary Accounts: 185
Regulatory Filings
CRD Number: 148516
Last Filing Date: 2024-04-10 00:00:00
Website: https://newburyllc.com