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 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
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
1 of 1Robert Gaukel
FounderCRD 7979157
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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