Newhouse Integrated Financial Advisors LLC
Firm details
- Headquarters
- Soquel, California
- CRD number
- 332939
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.92%
- Individuals7.08%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Newhouse Integrated Financial Advisors LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm targets individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its advisory engagement model is fee-based and flexible: percentage-of-AUM billing is combined with options for hourly and fixed fees. Newhouse also lists accounting and real estate brokerage among its business activities and industry affiliations, which suggests it blends tax and property expertise into its client service mix. The firm is not positioned as a capital allocator to external managers in a broad sense, and it does not identify as an active ESG investor or a multi-state adviser. Given the small client base and the fee structures reported, Newhouse appears to deliver a high-touch, bespoke advisory relationship rather than a scale-driven platform business.
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
- Exchange Traded Equities88%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents2%
- Other2%
Contacts
2 of 2
Robert Gaukel
FounderCRD 7979157
Todd Scalisi
Tax ManagerCRD 6609337
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Soquel, CA
Santa Cruz
Location
Soquel, CA
Headquartered in Soquel, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Cruz
- Address
- 3121 Park Ave
- Time zone
- PT (UTC-8)
- Office locations
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