NEWSQUARE CAPITAL, LLC

16 Campus Boulevard
Suite 100
Newtown Square, Pennsylvania 19073-3229
Tel: 610-325-6117

About NEWSQUARE CAPITAL, LLC

NEWSQUARE CAPITAL, LLC, formally registered with the SEC as NEWSQUARE CAPITAL, LLC. The firm was established in 01/11/2010. They have over 1 offices throughout the country.

NEWSQUARE CAPITAL, LLC is a Newtown Square, Pennsylvania based Financial Planning firm with nearly $1,559,189,717 assets under management, offering retirement planning & investment advisory services to 3636 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152430
SEC#	801-70908
Assets Managed by Firm	$1,559,189,717
No. of Clients	3636
No. of Advisors	17

Fee Structure

A percentage of AUM
Fixed fees
Other (SEPARATE ACCOUNT MANAGER)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (SEPARATE ACCOUNT MANAGER)

Firm Client Information

	No. of Clients	AUM
Firm Total	3636	$1,559,189,717
Individuals (other than high net worth individuals)	1792	$757,207,381
High net worth individuals	147	$734,228,366
Pension and profit sharing plans	45	$26,608,086
Charitable organizations	22	$10,136,927
Corporations or other businesses	35	$31,008,957

More Retirement Planning firms in Newtown Square, Pennsylvania:

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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