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Building 2N.E.W. ADVISORY SERVICES, LLC

Map pinDE PERE, WI
Phone920-712-7800
NotebookSEC #801-112037
Total AUM
$1.6B
Employees
23
Clients
4,862

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2200 DICKINSON ROAD
UNIT 17A
DE PERE
WI 54115
United States
Operating Hours
8:00 AM TO 4:30 P.M.
Monday - Friday
Phone
920-712-7800
Other Offices
4

ReceiptFinancials

Total AUM
$1.6B
Accounts
9,375
Discretionary
$1.5B
Accounts
8,318
Non-Discretionary
$52.3M
Accounts
1,057

ContactClients

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Individual Clients
4,307
AUM
$789.9M
HNW Individual Clients
535
AUM
$808.3M
Corporation or Business Clients
20
AUM
$3.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILKYLAMIMNMONCNVOHPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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