New Line Capital, LLC

New Line Capital, LLC (CRD# 143677) is a financial advisory firm headquartered in Santa Fe, NM. They manage $31,764,537 in 78 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
P.o. Box 2778, Santa Fe, NM 87504
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $407,238
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
The map below shows states where this firm has explicit registration only.

CO, CT, NJ, NM

Financial Advisors at New Line Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mark Boutote, financial advisor Freehold NJ
Mark A. Boutote
CRD#: 704815
10 East Main Street, Freehold, NJ 07728

Mark Boutote (CRD# 704815) is an Investment Advisor Representative working at New Line Capital, LLC in Freehold, NJ and has over 24 years of experience in the finance industry.

2
David Nagler, financial advisor Santa Fe NM
David A. Nagler
CRD#: 1190128
Santa Fe, NM

David Nagler (CRD# 1190128) is an Investment Advisor Representative working at New Line Capital, LLC in Santa Fe, NM and has over 34 years of experience in the finance industry.

3
Jonathan Stephens, financial advisor Sherman CT
Jonathan H. Stephens
CRD#: 1329841
Sherman, CT

Jonathan Stephens (CRD# 1329841) is an Investment Advisor Representative working at New Line Capital, LLC in Sherman, CT and has over 35 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals