Overview
Assets Under Management: $145 million
Headquarters: HAMPTON, NH
High-Net-Worth Clients: 37
Average Client Assets: $1.8 million
Frequently Asked Questions
NEWDAY SOLUTIONS, 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 #282163), NEWDAY SOLUTIONS, LLC is subject to fiduciary duty under federal law.
NEWDAY SOLUTIONS, LLC is headquartered in HAMPTON, NH.
NEWDAY SOLUTIONS, LLC serves 37 high-net-worth clients according to their SEC filing dated March 25, 2018. View client details ↓
According to their SEC Form ADV, NEWDAY SOLUTIONS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
NEWDAY SOLUTIONS, LLC manages $145 million in client assets according to their SEC filing dated March 25, 2018.
According to their SEC Form ADV, NEWDAY SOLUTIONS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.44%
Average Client Assets: $1.8 million
Total Client Accounts: 847
Discretionary Accounts: 847
Regulatory Filings
CRD Number: 282163
Filing ID: 1191726
Last Filing Date: 2018-03-25 10:25:00