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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| New Advisory Services LLC
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| CRD # | 290405 |
| SEC # | 801-112037 |
| CIK # | |
| AUM | $1.3 B (2025-03-25) |
| Employees | 23 (52% Investors, 52% Brokers) |
| Phone | 920-712-7800 |
| Address | 2200 Dickinson Road de Pere, WI 54115 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,881 | 720.0 |
| (b) Individuals (high net worth individuals) | 461 | 621.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 8,245 | 1,341.5 |
| By Discretionary | ||
| Discretionary | 7,550 | 1,289.5 |
| Non-Discretionary | 695 | 52.0 |
| Total | 8,245 | 1,341.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,341.5 | |
| Total | 8,245 | 1,341.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Invictus Private Wealth LLC
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|
1.4 | |
|
Summit Wealth Group LLC
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|
CO | 1.4 |
|
Heronbridge Investment Management LLP
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|
1.3 | |
|
Murray Financial Group LLC
✚
|
MN | 1.3 |
|
True Link Financial Advisors LLC
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|
CA | 1.3 |
|
Wendell David Associates Inc
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|
NH | 1.3 |
|
Kavar Capital Partners Group LLC
✚
|
KS | 1.3 |
|
Austin Private Wealth LLC
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|
TX | 1.3 |
|
Edgemoor Investment Advisors Inc
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|
MD | 1.3 |
|
Compass ION Advisors LLC
✚
|
PA | 1.3 |