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Home > Retirement Planners > wisconsin > de pere > N.E.W. ADVISORY SERVICES, LLC
N.E.W. ADVISORY SERVICES, LLC
2200 Dickinson Road
Unit 17a
De Pere, Wisconsin 54115
Tel: 920-712-7800
About N.E.W. ADVISORY SERVICES, LLC
NEW ADVISORY SERVICES, LLC, formally registered with the SEC as NEW ADVISORY SERVICES, LLC. The firm was established in 11/15/2017. They have over 5 offices throughout the country.
N.E.W. ADVISORY SERVICES, LLC is a De Pere, Wisconsin based Financial Planning firm with nearly $1,098,751,016 assets under management, offering retirement planning & investment advisory services to 7313 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290405 |
| SEC# | 801-112037 |
| Assets Managed by Firm | $1,098,751,016 |
| No. of Clients | 7313 |
| No. of Advisors | 23 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7313 | $1,098,751,016 |
| Individuals (other than high net worth individuals) | 3357 | $601,396,553 |
| High net worth individuals | 401 | $497,175,866 |
| Corporations or other businesses | 11 | $178,597 |
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