NEW AGE ALPHA

555 Theodore Fremd Avenue
Suite A-101
Rye, New York 10580
Tel: (212) 922-2699

About NEW AGE ALPHA

NEW AGE ALPHA, formally registered with the SEC as NEW AGE ALPHA. The firm was established in 06/14/2019. They have over 2 offices throughout the country.

NEW AGE ALPHA is a Rye, New York based Financial Planning firm with nearly $2,670,181,076 assets under management, offering retirement planning & investment advisory services to 29 clients. The firm is staffed with 38 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299011
SEC#	801-116789
Assets Managed by Firm	$2,670,181,076
No. of Clients	29
No. of Advisors	38

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	29	$2,670,181,076
High net worth individuals	2	$754,303
Other investment advisers	1	$1,730,358

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