Newbury Capital Management, LLC
Newbury Capital Management, LLC (CRD# 148516) is a financial advisory firm headquartered in South Pasadena, CA. They manage $138,534,325 in 392 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management139MILLION
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Total Number of Accounts392ACCOUNTS
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Average Account Value$353,404
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, TX
Edward Barnett (CRD# 4228017) is an Investment Advisor Representative working at Newbury Capital Management, LLC in South Pasadena, CA and has over 19 years of experience in the finance industry.
Jon Lam (CRD# 1860840) is an Investment Advisor Representative working at Newbury Capital Management, LLC in South Pasadena, CA and has over 35 years of experience in the finance industry.
Stuart Sneddon (CRD# 2038208) is an Investment Advisor Representative working at Newbury Capital Management, LLC in South Pasadena, CA and has 1 year of experience in the finance industry.