Donald L. Newman, Registered Investment Adviser
Donald L. Newman, Registered Investment Adviser (CRD# 114254) is a financial advisory firm headquartered in , . They manage $10,245,995 in 38 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Donald L. Newman, Registered Investment Adviser
By the Numbers
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Total Assets Under Management10MILLION
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Total Number of Accounts38ACCOUNTS
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Average Account Value$269,631
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Donald L. Newman, Registered Investment Adviser
No Advisor Found.
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