NEWEDGE ADVISORS

858 Camp Street
New Orleans, Louisiana 70130
Tel: 504-459-4391

About NEWEDGE ADVISORS

NEWEDGE ADVISORS, formally registered with the SEC as NEWEDGE ADVISORS. The firm was established in 06/20/2014. They have over 100 offices throughout the country.

NEWEDGE ADVISORS is a New Orleans, Louisiana based Financial Planning firm with nearly $12,683,180,123 assets under management, offering retirement planning & investment advisory services to 48067 clients. The firm is staffed with 499 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171351
SEC#	801-79876
Assets Managed by Firm	$12,683,180,123
No. of Clients	48067
No. of Advisors	499

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	48067	$12,683,180,123
Individuals (other than high net worth individuals)	19439	$3,886,738,535
High net worth individuals	7419	$7,945,581,542
Pension and profit sharing plans	186	$216,616,663
Charitable organizations	114	$122,346,924
Corporations or other businesses	289	$442,522,499

Inquire with NEWEDGE ADVISORS

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Firm Name	Assets Under Management	Total Clients	Total Advisors
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,431,505,745	10	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,302,559,870	1808	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 201 St. Charles Avenue, Suite 4240 New Orleans, LA, 70170-1048	$1,954,920,079	12	7
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$1,673,599,482	6108	36
ST. DENIS J. VILLERE & CO., LLC 601 Poydras Street Suite 1808 New Orleans, LA, 70130-6308	$1,673,206,759	594	4

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