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Building 2NEWELL ASSOCIATES

Map pinPALO ALTO, CA
Phone650-327-2336
NotebookSEC #801-26949
Total AUM
$1.5B
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1485 DANA AVENUE
PALO ALTO
CA 94301
USA
Operating Hours
6:30AM TO 4:00PM
Monday - Friday
Phone
650-327-2336

ReceiptFinancials

Total AUM
$1.5B
Accounts
5
Discretionary
$1.5B
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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