Joshua NewmanCRD Number: 6251003
Current Firm: Sonen Capital LLC
Joshua Newman (CRD# 6251003) is an Investment Advisor Representative working at Sonen Capital LLC in San Francisco, CA and has over 4 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Sonen Capital LLC||San Francisco, CA||Jul 2013 - Current||4|
|Sonen Capital LLC||San Francisco, CA||Oct 2012 - Jun 2013||< 1|
|Redf||San Francisco, CA||Oct 2012 - Dec 2012||< 1|
|Presidio Graduate School||San Francisco, CA||Jul 2012 - Dec 2012||< 1|
|Climate Action Capital||San Francisco, CA||Dec 2011 - Dec 2012||1|
|Sonen Capital LLC||San Francisco, CA||Jul 2012 - Sep 2012||< 1|
|Sf Public Utilities Commission||San Francisco, CA||Jun 2011 - Mar 2012||< 1|
|Myco2impact||San Francisco, CA||Jun 2010 - Sep 2011||1|
|Earthlust||San Francisco, CA||Feb 2009 - Aug 2010||1|
|The Cliffs At Valhalla||San Francisco, CA||Jul 2008 - Jan 2010||1|
|Franklin & Marshall College||Lancaster, PA||Aug 2003 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management446MILLIONS
Total Number of Accounts60ACCOUNTS
Average Account Value$7,432,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, MA, NY
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