New Line Capital, LLC

New Line Capital, LLC (CRD# 143677) is a financial advisory firm headquartered in Santa Fe, NM. They manage $23,249,952 in 89 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $261,235
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, CO, NJ, NM

Financial Advisors at New Line Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark A. Boutote
CRD#: 704815
10 East Main Street, Freehold, NJ 07728
48
Wealthminder
score

Mark Boutote (CRD# 704815) is an Investment Advisor Representative working at New Line Capital, LLC in Freehold, NJ and has over 16 years of experience in the finance industry.

2
David A. Nagler
CRD#: 1190128
Santa Fe, NM
38
Wealthminder
score

David Nagler (CRD# 1190128) is an Investment Advisor Representative working at New Line Capital, LLC in Santa Fe, NM and has over 27 years of experience in the finance industry.

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