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NEW VERNON CAPITAL
62 Elm Street
Morristown, New Jersey 07960
Tel: 201-793-0570
About NEW VERNON CAPITAL
NEW VERNON CAPITAL, formally registered with the SEC as NEW VERNON CAPITAL. The firm was established in 03/30/2012. They have over 2 offices throughout the country.
NEW VERNON CAPITAL is a Morristown, New Jersey based Financial Planning firm with nearly $862,327,787 assets under management, offering retirement planning & investment advisory services to 51 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160231 |
| SEC# | 801-73445 |
| Assets Managed by Firm | $862,327,787 |
| No. of Clients | 51 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 51 | $862,327,787 |
| High net worth individuals | 36 | $42,375,835 |
| Pension and profit sharing plans | Fewer than 5 clients | $789,422 |
| Charitable organizations | Fewer than 5 clients | $2,255,841 |
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