Overview
Assets Under Management: $346 million
Headquarters: NEWARK, DE
High-Net-Worth Clients: 99
Average Client Assets: $3 million
Frequently Asked Questions
NEWTON ONE INVESTMENTS 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 #147048), NEWTON ONE INVESTMENTS LLC is subject to fiduciary duty under federal law.
NEWTON ONE INVESTMENTS LLC is headquartered in NEWARK, DE.
NEWTON ONE INVESTMENTS LLC serves 99 high-net-worth clients according to their SEC filing dated September 03, 2024. View client details ↓
According to their SEC Form ADV, NEWTON ONE INVESTMENTS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
NEWTON ONE INVESTMENTS LLC manages $346 million in client assets according to their SEC filing dated September 03, 2024.
According to their SEC Form ADV, NEWTON ONE INVESTMENTS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.39
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 450
Discretionary Accounts: 450
Regulatory Filings
CRD Number: 147048
Last Filing Date: 2024-09-03 00:00:00
Website: https://n1advisors.com