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NEWBURY CAPITAL MANAGEMENT, LLC
812 Fremont Ave.
Suite 101
South Pasadena, California 91030
Tel: 626-796-8898
About NEWBURY CAPITAL MANAGEMENT, LLC
NEWBURY CAPITAL MANAGEMENT, LLC, formally registered with the SEC as NEWBURY CAPITAL MANAGEMENT, LLC. The firm was established in 04/07/2017. They have over 1 offices throughout the country.
NEWBURY CAPITAL MANAGEMENT, LLC is a South Pasadena, California based Financial Planning firm with nearly $143,045,689 assets under management, offering retirement planning & investment advisory services to 438 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148516 |
| SEC# | 801-110353 |
| Assets Managed by Firm | $143,045,689 |
| No. of Clients | 438 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 438 | $143,045,689 |
| Individuals (other than high net worth individuals) | 357 | $21,858,236 |
| High net worth individuals | 76 | $113,259,419 |
| Pension and profit sharing plans | 3 | $5,449,223 |
| Charitable organizations | 2 | $2,478,811 |
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