NEW WORLD ADVISORS LLC

350 Lincoln Street
Suite 1100
Hingham, Massachusetts 02043
Tel: 781-749-6922

About NEW WORLD ADVISORS LLC

NEW WORLD ADVISORS LLC, formally registered with the SEC as NEW WORLD ADVISORS LLC. The firm was established in 05/25/2018. They have over 1 offices throughout the country.

NEW WORLD ADVISORS LLC is a Hingham, Massachusetts based Financial Planning firm with nearly $722,810,796 assets under management, offering retirement planning & investment advisory services to 448 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	296798
SEC#	801-113314
Assets Managed by Firm	$722,810,796
No. of Clients	448
No. of Advisors	5

Fee Structure

A percentage of AUM
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 Clients	AUM
Firm Total	448	$722,810,796
High net worth individuals	102	$716,318,709
Pension and profit sharing plans	Fewer than 5 clients	$6,492,087

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