Donald L. Newman, Registered Investment Adviser

Donald L. Newman, Registered Investment Adviser (CRD# 114254) is a financial advisory firm headquartered in , . They manage $18,767,485 in 105 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $178,738
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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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