Newsquare Capital, LLC

RIASEC RegisteredEst. 2010
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$574K
Accounts
4,168
Employees
21
Advisory reps
10

Firm details

Headquarters
Newtown Square, Pennsylvania
CRD number
152430
Registered since
January 11, 2010
Website
www.newsquarecapital.com
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI59%
  • Individuals38.08%
  • Pension & Profit Sharing Plans1.55%
  • Corporations / Businesses0.95%
  • Charitable Organizations0.42%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Newsquare Capital, LLC is an independent registered investment adviser formed in 2010 that serves both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutions, and offers pension consulting services. Its pricing combines percentage-of-AUM fees with fixed-fee arrangements. Newsquare does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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 65%, US Government Bonds 13%, State & Local Bonds 9%, Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 6%65%
  • Exchange Traded Equities65%
  • US Government Bonds13%
  • State & Local Bonds9%
  • Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents6%

Owners & executives

2 of 2
  • Matthew Wilson

    Matthew Wilson

    Chief Compliance OfficerCRD 4244570

  • Joseph Rizzello

    Joseph Rizzello

    CEO and ChairmanCRD 836780

Contacts

3 of 8
  • Tyler Pugliese

    Tyler Pugliese

    DirectorCRD 6783954

  • Robert Kuberski

    Robert Kuberski

    Registered RepresentativeCRD 3029441

  • Ryan Kirk

    Ryan Kirk

    Portfolio ManagerCRD 5687229

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 117

Active vs passive

$1.1B in ETFs

Passive

97%

$1.1B

Active

2%

$29.7M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$140M379,24912.29%
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Location

Primary office

Newtown Square, PA

Delaware

Location

Newtown Square, PA

Headquartered in Newtown Square, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
16 Campus Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth