Newfound Research LLC

Newfound Research LLC (CRD# 159064) is a financial advisory firm headquartered in Boston, MA. They manage $127,000,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $11,545,455
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.

MA

Financial Advisors at Newfound Research LLC
Showing 1 - 3 of 3 top financial advisors.
1
Melissa A. Cross
CRD#: 4221322
Westfield, MA
93
Wealthminder
score

Melissa Cross (CRD# 4221322) is an Investment Advisor Representative working at Newfound Research LLC in Westfield, MA and has over 14 years of experience in the finance industry.

2
William T. Dron
CRD#: 1909321
425 Boylston Street, 3rd Floor, Boston, MA 02116
93
Wealthminder
score

William Dron (CRD# 1909321) is an Investment Advisor Representative working at Newfound Research LLC in Boston, MA and has over 29 years of experience in the finance industry.

3
Michael L. Kaplan
CRD#: 4826171
425 Boylston Street, 3rd Floor, Boston, MA 02116
93
Wealthminder
score

Michael Kaplan (CRD# 4826171) is an Investment Advisor Representative working at Newfound Research LLC in Boston, MA and has over 13 years of experience in the finance industry.

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