NEWFOUND RESEARCH LLC

200 Central Ave
4th Floor Ste 324
St. Petersburg, Florida 33701
Tel: (617) 531-9773

About NEWFOUND RESEARCH LLC

NEWFOUND RESEARCH LLC, formally registered with the SEC as NEWFOUND RESEARCH LLC. The firm was established in 02/10/2012. They have over 5 offices throughout the country.

NEWFOUND RESEARCH LLC is a St. Petersburg, Florida based Financial Planning firm with nearly $122,126,185 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159064
SEC#	801-73042
Assets Managed by Firm	$122,126,185
No. of Clients	3
No. of Advisors	6

Fee Structure

A percentage of AUM
Other (% OF CLIENTS' AUM/AUA)

Advisory Services Provided

Portfolio management for investment companies
Other (LICENSE MODEL PORTFOLIOS; MODEL PORTFOLIO CONSULTING, MODEL INDEX PROVIDER)

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$122,126,185

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