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| New Advisory Services LLC
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|---|---|
| CRD # | 290405 |
| SEC # | 801-112037 |
| CIK # | 0001803456 |
| AUM | 1,602.0 M (2026-03-31) |
| Employees | 23 (52% Investors, 52% Brokers) |
| Phone | 920-712-7800 |
| Address | 2200 Dickinson Road de Pere, WI 54115 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 17.2 | ||
| Apple Inc | 17.2 | ||
| Procter & Gamble Co | 13.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,307 | 789.9 |
| (b) Individuals (high net worth individuals) | 535 | 808.3 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 20 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 9,375 | 1,602.0 |
| By Discretionary | ||
| Discretionary | 8,318 | 1,549.7 |
| Non-Discretionary | 1,057 | 52.3 |
| Total | 9,375 | 1,602.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,602.0 | |
| Total | 9,375 | 1,602.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803456] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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