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NEW CENTURY ADVISORS, LLC
CHEVY CHASE, MD
240-395-0550
SEC #801-61423Total AUM
$4.3B
Employees
18Clients
42Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2 WISCONSIN CIRCLE
SUITE 940
CHEVY CHASE
MD 20815
United States
SUITE 940
CHEVY CHASE
MD 20815
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Monday - Friday
Phone
240-395-0550
Other Offices
4
Financials
Total AUM
$4.3B
Accounts
42Discretionary
$4.3B
Accounts
42Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
7AUM
$3.8M
Pooled Vehicle Clients
3AUM
$213.4M
Pension/Profit Sharing Plan Clients
5AUM
$608.2M
Charitable Organization Clients
11AUM
$1B
Government Entity Clients
10AUM
$2.1B
Sovereign Wealth Fund Clients
2AUM
$291.6M
Corporation or Business Clients
4AUM
$57.3M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
FEE FOR MODEL PORTFOLIO DELIVERY (NON-DISCRETIONARY)
Compliance
Disclosures
None reported
State Registrations
CADCILMDNHNY
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.