NEW REPUBLIC PARTNERS

521 East Morehead Street
Suite 100
Charlotte, North Carolina 28202
Tel: 704-626-1526

About NEW REPUBLIC PARTNERS

NEW REPUBLIC PARTNERS, formally registered with the SEC as NEW REPUBLIC PARTNERS. The firm was established in 11/06/2020. They have over 8 offices throughout the country.

NEW REPUBLIC PARTNERS is a Charlotte, North Carolina based Financial Planning firm with nearly $2,281,146,456 assets under management, offering retirement planning & investment advisory services to 87 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310907
SEC#	801-119745
Assets Managed by Firm	$2,281,146,456
No. of Clients	87
No. of Advisors	29

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	87	$2,281,146,456
Individuals (other than high net worth individuals)	10	$9,366,576
High net worth individuals	55	$660,950,371
Charitable organizations	2	$253,154,553
Corporations or other businesses	2	$2,391,047

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