1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NEWMAN LADD CAPITAL ADVISORS, LLC.

Map pinCAMILLUS, NY
Phone315-299-8979
NotebookSEC #801-79297
Total AUM
$108.1M
Employees
2
Clients
206

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5100 WEST GENESEE STREET
CAMILLUS
NY 13031
United States
Operating Hours
9-5
Monday - Friday
Phone
315-299-8979
Other Offices
1

ReceiptFinancials

Total AUM
$108.1M
Accounts
362
Discretionary
$107.8M
Accounts
357
Non-Discretionary
$293.6K
Accounts
5

ContactClients

View more in analytics →

Individual Clients
185
AUM
$70.6M
HNW Individual Clients
21
AUM
$37.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Violation Finding
State Registrations
FLNYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account