270 North Avenue
3rd Floor
New Rochelle, New York 10801
Tel: 212-675-1600
NEW STATE CAPITAL PARTNERS, formally registered with the SEC as NEW STATE CAPITAL PARTNERS. The firm was established in 05/20/2015. They have over 2 offices throughout the country.
NEW STATE CAPITAL PARTNERS is a New Rochelle, New York based Financial Planning firm with nearly $1,214,929,920 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 24 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170409 |
| SEC# | 801-96312 |
| Assets Managed by Firm | $1,214,929,920 |
| No. of Clients | 12 |
| No. of Advisors | 24 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 12 | $1,214,929,920 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
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