Overview
Assets Under Management: $161 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 53
Average Client Assets: $1.3 million
Frequently Asked Questions
NEWGROUND SOCIAL INVESTMENT 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 #117060), NEWGROUND SOCIAL INVESTMENT is subject to fiduciary duty under federal law.
NEWGROUND SOCIAL INVESTMENT is headquartered in SEATTLE, WA.
NEWGROUND SOCIAL INVESTMENT serves 53 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, NEWGROUND SOCIAL INVESTMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
NEWGROUND SOCIAL INVESTMENT manages $161 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, NEWGROUND SOCIAL INVESTMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.06%
Average Client Assets: $1.3 million
Total Client Accounts: 375
Discretionary Accounts: 372
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 117060
Filing ID: 2038844
Last Filing Date: 2026-03-27 17:43:57