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NEWSQUARE CAPITAL, LLC
NEWTOWN SQUARE, PA
610-325-6117
SEC #801-70908Total AUM
$2.4B
Employees
21Clients
2,201Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
16 CAMPUS BOULEVARD
SUITE 100
NEWTOWN SQUARE
PA 19073-3229
United States
SUITE 100
NEWTOWN SQUARE
PA 19073-3229
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
610-325-6117
Financials
Total AUM
$2.4B
Accounts
4,168Discretionary
$2.4B
Accounts
4,168Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,900AUM
$911.1M
HNW Individual Clients
205AUM
$1.4B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
40AUM
$37.1M
Charitable Organization Clients
21AUM
$10.1M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
30AUM
$22.6M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDEFLGAILLAMAMDMINCNENHNJNYOHPASCTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.