Newfound Research LLC
Newfound Research LLC (CRD# 159064) is a financial advisory firm headquartered in Boston, MA. They manage $91,500,000 in 17 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management92MILLION
Total Number of Accounts17ACCOUNTS
Average Account Value$5,382,353
- A percentage of assets under your management
- 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
William Dron (CRD# 1909321) is an Investment Advisor Representative working at Newfound Research LLC in Boston, MA and has over 28 years of experience in the finance industry.
Michael Kaplan (CRD# 4826171) is an Investment Advisor Representative working at Newfound Research LLC in Boston, MA and has over 12 years of experience in the finance industry.