New Amsterdam Wealth Planning

New Amsterdam Wealth Planning (CRD# 309962) is a financial advisory firm headquartered in , . They manage $44,391,000 in 92 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/company/new-amsterdam-wealth-planning
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $482,511
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, PA, TX

Financial Advisors at New Amsterdam Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
1
Donald La Fronz, financial advisor New York NY
Donald P. La Fronz
CRD#: 2314937
New York, NY

Donald La Fronz (CRD# 2314937) is an Investment Advisor Representative working at New Amsterdam Wealth Planning in New York, NY and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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