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NEWSQUARE CAPITAL, LLC

Tel: 610-325-6117
16 Campus Boulevard
Suite 100
Newtown Square, Pennsylvania  19073-3229

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NEWSQUARE CAPITAL, LLC

NEWSQUARE CAPITAL, LLC is a Newtown Square, Pennsylvania based financial advisory firm with nearly $1,559,189,717 in assets under management and provides investment advisory services for 3636 clients. There are currently 17 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (SEPARATE ACCOUNT MANAGER)

Fee Structure:

A percentage of AUM, Fixed fees, Other (SEPARATE ACCOUNT MANAGE

Firm CRD#:

152430

SEC#:

801-70908

No. of Clients:

3636

Assets under Management

$1,559,189,717

No. of Advisors:

17

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