NEWMAN LADD CAPITAL ADVISORS, LLC.

5100 West Genesee Street
Camillus, New York 13031
Tel: 315-299-8979

About NEWMAN LADD CAPITAL ADVISORS, LLC.

NEWMAN LADD CAPITAL ADVISORS, LLC, formally registered with the SEC as NEWMAN LADD CAPITAL ADVISORS, LLC. The firm was established in 03/06/2014. They have over 2 offices throughout the country.

NEWMAN LADD CAPITAL ADVISORS, LLC. is a Camillus, New York based Financial Planning firm with nearly $93,081,057 assets under management, offering retirement planning & investment advisory services to 355 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129860
SEC#	801-79297
Assets Managed by Firm	$93,081,057
No. of Clients	355
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	355	$93,081,057
Individuals (other than high net worth individuals)	197	$65,219,589
High net worth individuals	17	$27,861,468

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