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| Happy Holidays!! thanks for using AUM13F!! |
| Newcorp Financial Services Inc
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| CRD # | 297125 |
| SEC # | 801-132295 |
| CIK # | |
| AUM | $143.4 M (2025-03-04) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 404-996-6893 |
| Address | 11720 Amberpark Drive Alpharetta, GA 30009 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 44.4 |
| (b) Individuals (high net worth individuals) | 36 | 68.4 |
| (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 | 15 | 29.8 |
| (h) Charitable organizations | 1 | 0.5 |
| (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 | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 542 | 143.4 |
| By Discretionary | ||
| Discretionary | 527 | 113.6 |
| Non-Discretionary | 15 | 29.8 |
| Total | 542 | 143.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.4 | |
| Total | 542 | 143.4 |
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TX | 0.1 |
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0.1 | |
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IL | 0.1 |
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KEEN Capital LLC
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0.1 | |
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Breakwater Capital LLC
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MI | 0.1 |
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James I Black & Company
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Demand Wealth LLC
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0.1 |