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NEW CENTURY ADVISORS, LLC

2 Wisconsin Circle
Suite 940
Chevy Chase, Maryland 20815
Tel: 240-395-0550

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About NEW CENTURY ADVISORS, LLC

NEW CENTURY ADVISORS, LLC, formally registered with the SEC as NEW CENTURY ADVISORS, LLC. The firm was established in 08/22/2002. They have over 5 offices throughout the country.

NEW CENTURY ADVISORS, LLC is a Chevy Chase, Maryland based Financial Planning firm with nearly $3,951,461,460 assets under management, offering retirement planning & investment advisory services to 46 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#122478
SEC#801-61423
Assets Managed by Firm$3,951,461,460
No. of Clients46
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total46$3,951,461,460
High net worth individuals9$18,055,596
Pension and profit sharing plans5$548,625,565
Charitable organizations11$910,510,828
Corporations or other businesses6$226,045,857

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