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).

By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    392
    ACCOUNTS
  • Average Account Value
    $353,404
Compensation Options
  • A percentage of assets under your management
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.

CA, CO, TX

Financial Advisors at Newbury Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Edward Barnett
CRD#: 4228017
812 Fremont Ave., Suite 101, South Pasadena, CA 91030

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.

2
Jon C. Lam
CRD#: 1860840
812 Fremont Ave., Suite 101, South Pasadena, CA 91030

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.

3
Stuart M. Sneddon
CRD#: 2038208
812 Fremont Ave., Suite 101, South Pasadena, CA 91030

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.

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