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Building 2NEWFOUND RESEARCH LLC

Map pinST. PETERSBURG, FL
Phone(617) 531-9773
NotebookSEC #801-73042
Total AUM
$1.1B
Employees
5
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 CENTRAL AVE
4TH FLOOR STE 324
ST. PETERSBURG
FL 33701
United States
Operating Hours
9 A.M. - 6 P.M.
Monday - Friday
Phone
(617) 531-9773
Other Offices
4

ReceiptFinancials

Total AUM
$1.1B
Accounts
8
Discretionary
$1.1B
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
8
AUM
$1.1B

Briefcase businessServices

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Services Offered
Company Portfolio ManagementOther Services
Other Services
LICENSE MODEL PORTFOLIOS; MODEL PORTFOLIO CONSULTING, MODEL INDEX PROVIDER
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
% OF CLIENTS' AUM/AUA

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNYWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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