Newtown Wealth Management Inc.
Newtown Wealth Management Inc. (CRD# 145744) is a financial advisory firm headquartered in Newtown, PA. They manage $12,700,000 in 159 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Newtown Wealth Management Inc.
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts159ACCOUNTS
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Average Account Value$79,874
Compensation Options
- A percentage of assets under your management
- Hourly charges
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.
NJ, PA
Financial Advisors at Newtown Wealth Management Inc.
No Advisor Found.
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