National Retirement Planning Experts

National Coverage
Local Professionals

NEWMARKET INVESTMENT MANAGEMENT, LP

1325 North Beach Street
Suite 201
Philadelphia, Pennsylvania 19125
Tel: 215-701-9690

Need a Financial Advisor?
Compare Vetted Advisors

About NEWMARKET INVESTMENT MANAGEMENT, LP

NEWMARKET INVESTMENT MANAGEMENT, LP, formally registered with the SEC as NEWMARKET INVESTMENT MANAGEMENT, LP. The firm was established in 05/08/2020. They have over 1 offices throughout the country.

NEWMARKET INVESTMENT MANAGEMENT, LP is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $2,060,138,657 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#308098
SEC#801-118684
Assets Managed by Firm$2,060,138,657
No. of Clients17
No. of Advisors24

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total17$2,060,138,657

More Retirement Planning firms in Philadelphia, Pennsylvania:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
VANGUARD GROUP INC
100 Vanguard Blvd, V26
Malvern, PA, 19355
$7,909,760,294,676209980
FEDERATED INVESTMENT MANAGEMENT COMPANY
1001 Liberty Avenue
Pittsburgh, PA, 15222-3779
$501,645,588,24580101
VANGUARD GLOBAL ADVISERS, LLC
100 Vanguard Boulevard
Malvern, PA, 19355
$432,749,681,046153262
VANGUARD ADVISERS, INC.
100 Vanguard Blvd
Malvern, PA, 19355
$333,066,527,2688044622107
SEI INVESTMENTS MANAGEMENT CORP
One Freedom Valley Drive
Oaks, PA, 19456
$194,796,322,01393301411

Explore More Retirement Advisors in Philadelphia, Pennsylvania