NEW ECONOMY CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
$98.4M
Discretionary
$98.4M
100% of AUM
Avg account
$4.9M
Accounts
20
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
143757
Fee structure
Percentage of AUM
Client types
  • HNWI59.63%
  • Charitable Organizations31.73%
  • Pension & Profit Sharing Plans6.38%
  • Individuals2.26%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

New Economy Capital Management LLC is a privately owned investment adviser organized as an LLC that serves individual and family clients. The firm charges fees based on a percentage of assets under management and focuses its advisory work on discretionary portfolio management for both individuals/small businesses and for business or institutional clients. It does not identify as an active ESG investor and is not registered as a multi-state adviser; its profile indicates an owner-managed, compact advisory practice rather than a multi-branch enterprise.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Non-Exchange Traded Equities 5%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 1%90%
  • Exchange Traded Equities90%
  • Non-Exchange Traded Equities5%
  • Cash & Cash Equivalents5%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • MICHAEL FEMINO

    Founder and Portfolio ManagerCRD 2406271

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth