N.E.W. Advisory Services, LLC
Firm details
- Headquarters
- De Pere, Wisconsin
- CRD number
- 290405
- Registered since
- November 15, 2017
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI50.46%
- Individuals49.31%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
N.E.W. Advisory Services, LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 2017. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator that selects and allocates to third-party managers. Primary advisory activities listed include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model is mixed — percentage of AUM, fixed fees and commissions are all part of its billing approach. The firm does not identify as an active ESG investor and reports industry connections with other investment advisers, accounting firms and law firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities9%
- Cash & Cash Equivalents7%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 457Active vs passive
$1.7B in ETFs
73%
$1.2B
18%
$466M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $289M | 771,142 | 16.98% |
Location
De Pere, WI
Brown
Location
De Pere, WI
Headquartered in De Pere, WI, anchoring the Green Bay-Shawano, WI metro in the Midwest.
- Metro area
- Green Bay-Shawano, WI
- Region
- Midwest
- County
- Brown
- Address
- 2200 Dickinson Rd
- Time zone
- CT (UTC-6)
- Office locations
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