New Assets Investment Advisors LLC
New Assets Investment Advisors LLC (CRD# 167341) is a financial advisory firm headquartered in Milpitas, CA. They manage $37,262,697 in 174 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
New Assets Investment Advisors LLC
By the Numbers
-
Total Assets Under Management37MILLION
-
Total Number of Accounts174ACCOUNTS
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Average Account Value$214,153
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at New Assets Investment Advisors LLC
1
We-yu Chou (CRD# 2473767) is an Investment Advisor Representative working at New Assets Investment Advisors LLC in Milpitas, CA and has over 12 years of experience in the finance industry.
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