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, SEC-registered investment adviser formed in 2017 and organized as an LLC under individual ownership. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Its fee mixes include percentage-of-AUM fees, fixed fees and commission arrangements. The adviser is not an active ESG investor and is not designated as a multi-state adviser. Industry relationships noted include ties with another investment adviser, accounting professionals 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%
Contacts
3 of 15
Ryan O'leary
Financial AdvisorCRD 5848870
Nicholas Zerillo
Owner, Financial AdvisorCRD 4320739
Brooke Bradshaw
Client Service ManagerCRD 6343331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 888Active vs passive
$3.4B in ETFs
73%
$2.5B
18%
$918M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $281M | 758,657 | 8.23% |
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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