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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| New Century Financial Group LLC
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| CRD # | 104553 |
| SEC # | 801-51232 |
| CIK # | 0002010693, 0001431518, 0001428580 |
| AUM | $192.9 M (2025-03-14) |
| Employees | 15 (100% Investors, 87% Brokers) |
| Phone | 609-924-2049 |
| Address | One Airport Place Princeton, NJ 08540 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.4 | ||
| Microsoft Corp | 2.4 | ||
| Alphabet Inc | 2.1 | ||
| Citigroup Inc | 2.1 | ||
| Carnival Corp | 2.0 | ||
| Apple Inc | 1.5 | ||
| Lincoln National Corp | 1.5 | ||
| Marvell Technology Inc | 1.4 | ||
| Corebridge Financial Inc | 1.4 | ||
| UnitedHealth Group Inc | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 861 | 142.1 |
| (b) Individuals (high net worth individuals) | 31 | 50.2 |
| (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 | 1 | 0.6 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 894 | 192.9 |
| By Discretionary | ||
| Discretionary | 894 | 192.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 894 | 192.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.9 | |
| Total | 894 | 192.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001428580] | |
| 13F-HR | [0001431518] | |
| 13F-HR | [0002010693] |
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