215 Nw A St
Suite 510
Bentonville, Arkansas 72712
Tel: 479-657-2100
NEWROAD CAPITAL PARTNERS, LLC, formally registered with the SEC as NEWROAD CAPITAL PARTNERS, LLC. The firm was established in 09/22/2015. They have over 1 offices throughout the country.
NEWROAD CAPITAL PARTNERS, LLC is a Bentonville, Arkansas based Financial Planning firm with nearly $608,782,217 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 16 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281487 |
| SEC# | 801-106671 |
| Assets Managed by Firm | $608,782,217 |
| No. of Clients | 8 |
| No. of Advisors | 16 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $608,782,217 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $14,783,890,572 | 21924 | 629 | |
| $7,463,667,271 | 162 | 23 | |
| $2,593,400,723 | 7674 | 252 | |
| $2,346,620,000 | 4 | 4 | |
| $1,637,149,230 | 2873 | 23 |
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