NEWSQUARE CAPITAL, LLC - Financial Advisor in Pennsylvania, Newtown Square

Tel: 610-325-6117 16 Campus Boulevard Suite 100 Newtown Square, Pennsylvania 19073-3229

About NEWSQUARE CAPITAL, LLC

NEWSQUARE CAPITAL, LLC is a Newtown Square, Pennsylvania based financial advisory firm with nearly $1,559,189,717 in assets under management and provides investment advisory services for 3636 clients. There are currently 17 financial advisors at the firm.

General Information

Firm CRD#:

152430

Firm SEC#:

801-70908

Assets Under Management:

$1,559,189,717

No. of Clients:

3636

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (SEPARATE ACCOUNT MANAGER)

Fee Structure:

A percentage of AUM, Fixed fees, Other (SEPARATE ACCOUNT MANAGER)

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