Newleaf Financial Guidance
Newleaf Financial Guidance (CRD# 282469) is a financial advisory firm headquartered in , . They manage $13,952,979 in 221 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Newleaf Financial Guidance
By the Numbers
-
Total Assets Under Management14MILLION
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Total Number of Accounts221ACCOUNTS
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Average Account Value$63,136
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, SD
Financial Advisors at Newleaf Financial Guidance
1
Anton Madsen (CRD# 5345196) is an Investment Advisor Representative working at Newleaf Financial Guidance in Redwood Falls, MN and has over 16 years of experience in the finance industry.
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