2 Wisconsin Circle
Suite 940
Chevy Chase, Maryland 20815
Tel: 240-395-0550
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 122478 |
SEC# | 801-61423 |
Assets Managed by Firm | $3,951,461,460 |
No. of Clients | 46 |
No. of Advisors | 17 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 46 | $3,951,461,460 |
High net worth individuals | 9 | $18,055,596 |
Pension and profit sharing plans | 5 | $548,625,565 |
Charitable organizations | 11 | $910,510,828 |
Corporations or other businesses | 6 | $226,045,857 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
Explore More Retirement Advisors in Chevy Chase, Maryland