Newground Social Investment

Newground Social Investment (CRD# 117060) is a financial advisory firm headquartered in Seattle, WA. They manage $93,000,000 in 450 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $206,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

WA

Financial Advisors at Newground Social Investment
Showing 1 - 2 of 2 top financial advisors.
1
Betsy J. Cole
CRD#: 4667304
111 Queen Anne Ave N, Suite 500, Seattle, WA 98109
93
Wealthminder
score

Betsy Cole (CRD# 4667304) is an Investment Advisor Representative working at Newground Social Investment in Seattle, WA and has over 13 years of experience in the finance industry.

2
Bruce T. Herbert
CRD#: 1342408
,
93
Wealthminder
score

Bruce Herbert (CRD# 1342408) is an Investment Advisor Representative working at Newground Social Investment in , and has over 33 years of experience in the finance industry.

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