Newsquare Capital, LLC
Newsquare Capital, LLC (CRD# 152430) is a financial advisory firm headquartered in Newtown Square, PA. They manage $526,266,000 in 1,876 accounts and serve the financial needs of clients across 13 states (or territories).
Total Assets Under Management526MILLION
Total Number of Accounts1,876ACCOUNTS
Average Account Value$280,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, DE, FL, LA, MA, MD, NC, NJ, NY, PA, SC, TX, VA
Keven Douglass (CRD# 1010491) is an Investment Advisor Representative working at Newsquare Capital, LLC in Newtown Square, PA and has over 35 years of experience in the finance industry. Keven Douglass has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ryan Kirk (CRD# 5687229) is an Investment Advisor Representative working at Newsquare Capital, LLC in Newtown Square, PA and has over 8 years of experience in the finance industry.