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| ANEW Advisors LLC
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| |
|---|---|
| CRD # | 316462 |
| SEC # | 801-126049 |
| CIK # | |
| AUM | $50.5 MM (2024-08-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 414-704-2875 |
| Address | 11220 W Burleigh St Wauwatosa, WI 53222 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 20.5 |
| (b) Individuals (high net worth individuals) | 6 | 12.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 11.5 |
| (h) Charitable organizations | 32 | 6.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 111 | 50.5 |
| By Discretionary | ||
| Discretionary | 107 | 39.0 |
| Non-Discretionary | 4 | 11.5 |
| Total | 111 | 50.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 50.5 | |
| Total | 111 | 50.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bridges Capital LLC
✚
|
FL | 0.1 |
|
Investment Research Corp
✚
|
CO | 0.1 |
|
Capital Management Advisors Inc
✚
|
GA | 0.1 |
|
Ossia Investment Management LLC
✚
|
FL | 0.1 |
|
Oelschlager Investments LLC
✚
|
OH | 0.1 |
|
Scott Investment Partners LLP
✚
|
0.1 | |
|
Oak Crest Advisory LLC
✚
|
NY | 0.1 |
|
Paulo Financial Advisors LLC
✚
|
NY | 0.0 |
|
Generation PMCA Corp
✚
|
0.0 | |
|
Exceed Advisory LLC
✚
|
NY | 0.0 |