NEWHOUSE INTEGRATED FINANCIAL ADVISORS LLC

RIASEC Registered
Total AUM
$39M
Discretionary
$36.4M
93% of AUM
Avg account
$3.2M
Accounts
12
Employees
1
Advisory reps
1

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

FINTRX

Overview

Newhouse Integrated Financial Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management services tailored to individuals and small businesses. Its billing arrangements include a percentage-of-assets-under-management fee schedule as well as hourly and fixed-fee engagements. Newhouse also lists accounting as a core business activity and maintains affiliations in real estate brokerage, indicating cross-disciplinary services that can support tax, reporting and property-related planning. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, Public Funds/Mutual Funds 8%, Cash & Cash Equivalents 2%, Other 2%88%
  • Exchange Traded Equities88%
  • Public Funds/Mutual Funds8%
  • Cash & Cash Equivalents2%
  • Other2%

Contacts

1 of 1
  • Robert Gaukel

    FounderCRD 7979157

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth