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Home > Retirement Planners > washington > seattle > NEWGROUND SOCIAL INVESTMENT
NEWGROUND SOCIAL INVESTMENT
111 Queen Anne Ave N, Suite 500
Seattle, Washington 98109
Tel: (206) 522-1944
About NEWGROUND SOCIAL INVESTMENT
NEWGROUND SOCIAL INVESTMENT, formally registered with the SEC as NEWGROUND SOCIAL INVESTMENT. The firm was established in 03/25/2022. They have over 1 offices throughout the country.
NEWGROUND SOCIAL INVESTMENT is a Seattle, Washington based Financial Planning firm with nearly $129,975,148 assets under management, offering retirement planning & investment advisory services to 406 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117060 |
| SEC# | 801-123559 |
| Assets Managed by Firm | $129,975,148 |
| No. of Clients | 406 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 406 | $129,975,148 |
| Individuals (other than high net worth individuals) | 94 | $37,412,445 |
| High net worth individuals | 38 | $87,481,802 |
| Pension and profit sharing plans | Fewer than 5 clients | $712,533 |
| Charitable organizations | Fewer than 5 clients | $4,368,368 |
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