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Building 2NEW WORLD ADVISORS LLC

Map pinHINGHAM, MA
Phone781-749-6922
NotebookSEC #801-113314
Total AUM
$884.9M
Employees
5
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
350 LINCOLN STREET
SUITE 1100
HINGHAM
MA 02043
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
781-749-6922

ReceiptFinancials

Total AUM
$884.9M
Accounts
498
Discretionary
$878M
Accounts
497
Non-Discretionary
$6.9M
Accounts
1

ContactClients

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HNW Individual Clients
105
AUM
$877M
Pension/Profit Sharing Plan Clients
1
AUM
$6.9M
Charitable Organization Clients
1
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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