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NEWEDGE ADVISORS

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

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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 $18,432,430,824 assets under management, offering retirement planning & investment advisory services to 62249 clients. The firm is staffed with 570 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#171351
SEC#801-79876
Assets Managed by Firm$18,432,430,824
No. of Clients62249
No. of Advisors570

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total62249$18,432,430,824
Individuals (other than high net worth individuals)25085$6,244,431,193
High net worth individuals8643$10,861,832,211
Pension and profit sharing plans236$299,948,182
Charitable organizations115$127,497,699
Corporations or other businesses389$898,175,342

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