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NEWTON INVESTMENT MANAGEMENT NORTH AMERICA
One Boston Place
201 Washington Street
Boston, Massachusetts 02108-4408
Tel: (617) 248-3000
About NEWTON INVESTMENT MANAGEMENT NORTH AMERICA
NEWTON INVESTMENT MANAGEMENT NORTH AMERICA, formally registered with the SEC as NEWTON INVESTMENT MANAGEMENT NORTH AMERICA. The firm was established in 03/12/2021. They have over 3 offices throughout the country.
NEWTON INVESTMENT MANAGEMENT NORTH AMERICA is a Boston, Massachusetts based Financial Planning firm with nearly $47,862,573,370 assets under management, offering retirement planning & investment advisory services to 180 clients. The firm is staffed with 172 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312937 |
| SEC# | 801-120501 |
| Assets Managed by Firm | $47,862,573,370 |
| No. of Clients | 180 |
| No. of Advisors | 172 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 180 | $47,862,573,370 |
| Pension and profit sharing plans | 26 | $2,807,156,537 |
| Charitable organizations | 7 | $414,794,403 |
| Other investment advisers | 6 | $433,878,416 |
| Corporations or other businesses | Fewer than 5 clients | $46,878,651 |
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