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NEWDAY
9 Union Square
Unit #1123
Southbury, Connecticut 06488
Tel: 415-935-0550
About NEWDAY
NEWDAY, formally registered with the SEC as NEWDAY. The firm was established in 01/02/2018. They have over 1 offices throughout the country.
NEWDAY is a Southbury, Connecticut based Financial Planning firm with nearly $175,433,672 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174758 |
| SEC# | 801-112212 |
| Assets Managed by Firm | $175,433,672 |
| No. of Clients | 26 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 26 | $175,433,672 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $521,000 |
| High net worth individuals | 10 | $16,500,272 |
| Corporations or other businesses | Fewer than 5 clients | $155,400,000 |
More Retirement Planning firms in Southbury, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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