NEWTON INVESTMENT MANAGEMENT NORTH AMERICA

One Boston Place
201 Washington Street
Boston, Massachusetts 02108-4408
Tel: (617) 248-3000

About NEWTON INVESTMENT MANAGEMENT NORTH AMERICA

NEWTON INVESTMENT MANAGEMENT NORTH AMERICA, formally registered with the SEC as NEWTON INVESTMENT MANAGEMENT NORTH AMERICA. The firm was established in 03/12/2021. They have over 3 offices throughout the country.

NEWTON INVESTMENT MANAGEMENT NORTH AMERICA is a Boston, Massachusetts based Financial Planning firm with nearly $47,862,573,370 assets under management, offering retirement planning & investment advisory services to 180 clients. The firm is staffed with 172 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312937
SEC#	801-120501
Assets Managed by Firm	$47,862,573,370
No. of Clients	180
No. of Advisors	172

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	180	$47,862,573,370
Pension and profit sharing plans	26	$2,807,156,537
Charitable organizations	7	$414,794,403
Other investment advisers	6	$433,878,416
Corporations or other businesses	Fewer than 5 clients	$46,878,651

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