Newgrange Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 168484
- Custodians
- KEY BANK, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Newgrange Asset Management LLC is an independent, owner-operated registered investment advisory organized as an LLC that manages investment and planning relationships for individuals and families. The firm charges clients a percentage-of-AUM advisory fee and provides financial planning and portfolio management services geared toward individuals and small businesses. Newgrange does not identify itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities50%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Paul Lehman
PrincipalCRD 1092364
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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