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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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