Nicholas Mansour (CRD# 1908946) is an Investment Advisor Representative working at New Capital Management, LLC in Oak Park, IL and has over 28 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New Capital Management, LLC | Oak Park, IL | Dec 2004 - Current | 19 |
| New Capital Management | Oak Park, IL | Jan 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1996 |
- IL
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts54ACCOUNTS
-
Average Account Value$600,656
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IL
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