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NEWEDGE ADVISORS
NEW ORLEANS, LA
504-459-4391
SEC #801-79876Total AUM
$43.2B
Employees
1,073Clients
49,898Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
858 CAMP STREET
NEW ORLEANS
LA 70130
United States
NEW ORLEANS
LA 70130
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Monday - Friday
Phone
504-459-4391
Other Offices
99
Financials
Total AUM
$43.2B
Accounts
103,000Discretionary
$41.8B
Accounts
100,627Non-Discretionary
$1.4B
Accounts
2,373
Clients
Individual Clients
35,697AUM
$11.3B
HNW Individual Clients
13,112AUM
$28.4B
Pension/Profit Sharing Plan Clients
259AUM
$322.1M
Charitable Organization Clients
166AUM
$200.2M
Corporation or Business Clients
663AUM
$3B
Other Clients
1AUM
$857.3K
Description of Other Clients
LPL
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/Suspension
State Registrations
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Affiliates
Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.