Newfleet Asset Management, LLC

Newfleet Asset Management, LLC (CRD# 104532) is a financial advisory firm headquartered in Hartford, CT. They manage $11,723,607,837 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,724
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $468,944,313
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

CT

Financial Advisors at Newfleet Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Charles P. Anthony
CRD#: 5056787
100 Pearl Streeet, 7th Floor, Hartford, CT 06103
93
Wealthminder
score

Charles Anthony (CRD# 5056787) is an Investment Advisor Representative working at Newfleet Asset Management, LLC in Hartford, CT and has over 11 years of experience in the finance industry.

2
William A. Irvine
CRD#: 2230213
100 Pearl Streeet, 7th Floor, Hartford, CT 06103
93
Wealthminder
score

William Irvine (CRD# 2230213) is an Investment Advisor Representative working at Newfleet Asset Management, LLC in Hartford, CT and has over 25 years of experience in the finance industry.

3
David C. Mitchell
CRD#: 5402617
100 Pearl Streeet, 7th Floor, Hartford, CT 06103
93
Wealthminder
score

David Mitchell (CRD# 5402617) is an Investment Advisor Representative working at Newfleet Asset Management, LLC in Hartford, CT and has over 10 years of experience in the finance industry.

4
Paul Privitera
CRD#: 5348536
100 Pearl Streeet, 7th Floor, Hartford, CT 06103
93
Wealthminder
score

Paul Privitera (CRD# 5348536) is an Investment Advisor Representative working at Newfleet Asset Management, LLC in Hartford, CT and has over 5 years of experience in the finance industry.

5
Alanna M. Consedine
CRD#: 6621788
100 Pearl Streeet, 7th Floor, Hartford, CT 06103
88
Wealthminder
score

Alanna Consedine (CRD# 6621788) is an Investment Advisor Representative working at Newfleet Asset Management, LLC in Hartford, CT and has 1 year of experience in the finance industry.

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