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Home > Retirement Planners > wisconsin > wauwatosa > ANEW ADVISORS, LLC
ANEW ADVISORS, LLC
11220 W Burleigh St
Suite 100
Wauwatosa, Wisconsin 53222
Tel: 414-704-2875
About ANEW ADVISORS, LLC
ANEW ADVISORS, LLC, formally registered with the SEC as ANEW ADVISORS, LLC. The firm was established in 07/08/2022. They have over 1 offices throughout the country.
ANEW ADVISORS, LLC is a Wauwatosa, Wisconsin based Financial Planning firm with nearly $50,500,000 assets under management, offering retirement planning & investment advisory services to 111 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316462 |
| SEC# | 801-126049 |
| Assets Managed by Firm | $50,500,000 |
| No. of Clients | 111 |
| 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
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 111 | $50,500,000 |
| Individuals (other than high net worth individuals) | 69 | $20,500,000 |
| High net worth individuals | 6 | $12,500,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $11,500,000 |
| Charitable organizations | 32 | $6,000,000 |
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