Se connecter Inscription gratuite

Newman Advisors, LLC (Fort Lauderdale)


Newman Advisors, LLC is an adviser based in Fort Lauderdale. It manages $39.97 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Florida.

Logo

Newman Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Newman Advisors: assets under management

The assets under management (AUM) of Newman Advisors, LLC is $39.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $908.45 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Newman Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Lauderdale

The principal office where Newman Advisors, LLC performs its advisory services is located at 1560 Sawgrass Corporate Parkway, Fort Lauderdale, FL 33323, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-789-6664. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.newmanadvisors.net.


Registered investment advisers similar to Newman Advisors, LLC