Newground Social Investment

Newground Social Investment (CRD# 117060) is a financial advisory firm headquartered in Seattle, WA. They manage $129,975,148 in 406 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
111 Queen Anne Ave N, Suite 500, Seattle, WA 98109
https://www.linkedin.com/company/newground-social-investment
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    406
    ACCOUNTS
  • Average Account Value
    $320,136
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Newground Social Investment
Showing 1 - 1 of 1 top financial advisors.
1
Bruce Herbert, financial advisor Seattle WA
Bruce T. Herbert
CRD#: 1342408
111 Queen Anne Ave N, Suite 500, Seattle, WA 98109

Bruce Herbert (CRD# 1342408) is an Investment Advisor Representative working at Newground Social Investment in Seattle, WA and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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