Newsquare Capital, LLC
Newsquare Capital, LLC (CRD# 152430) is a financial advisory firm headquartered in Newtown Square, PA. They manage $1,559,189,717 in 3,636 accounts and serve the financial needs of clients across 17 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,559MILLION
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Total Number of Accounts3,636ACCOUNTS
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Average Account Value$428,820
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, DE, FL, IL, LA, MA, MD, NC, NE, NJ, NY, OH, PA, SC, TX, VA
Financial Advisors at Newsquare Capital, LLC
1
Miguel Biamon (CRD# 3129143) is an Investment Advisor Representative working at Newsquare Capital, LLC in Newtown Square, PA and has over 25 years of experience in the finance industry.
2
Ryan Kirk (CRD# 5687229) is an Investment Advisor Representative working at Newsquare Capital, LLC in Newtown Square, PA and has over 14 years of experience in the finance industry.
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