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Newedge Advisors LLC
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CRD # | 171351 |
SEC # | 801-79876 |
CIK # | 0001633516 |
AUM | $18.4 BB (2024-08-22) |
Employees | 570 (69% Investors, 34% Brokers) |
Phone | 504-459-4391 |
Address | 858 Camp Street New Orleans, LA 70130 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 0.5 | |
NVDA | 399.6 | 0.4 | |
MSFT | 1,918.2 | 0.4 | |
AMZN | 1,093.0 | 0.2 | |
AVGO | 201.3 | 0.2 | |
LLY | 301.8 | 0.1 | |
JPM | 340.2 | 0.1 | |
GOOG | 1,482.6 | 0.1 | |
V | 419.3 | 0.1 | |
MRK | 232.4 | 0.1 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 25,085 | 6.2 |
(b) Individuals (high net worth individuals) | 8,643 | 10.9 |
(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 | 236 | 0.3 |
(h) Charitable organizations | 115 | 0.1 |
(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 | 389 | 0.9 |
(n) Other | 1 | 0.0 |
Total | 62,249 | 18.4 |
By Discretionary | ||
Discretionary | 60,928 | 17.6 |
Non-Discretionary | 1,321 | 0.8 |
Total | 62,249 | 18.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 18.4 | |
Total | 62,249 | 18.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001633516] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Plante Moran Financial Advisors LLC
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|
MI | 19.4 |
Capital Strategies Investment Group LLC
✚
|
IL | 19.1 |
Johnson Investment Counsel Inc
✚
|
OH | 18.6 |
TRowe Price Hong Kong Limited
✚
|
18.3 | |
Stonehage Fleming Investment Management Limited
✚
|
18.3 | |
H&H International Investment LLC
✚
|
CA | 18.0 |
C Worldwide Asset Management Fondsmaeglerselskab A/S
✚
|
17.9 | |
Belle Haven Investments LP
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|
NY | 17.7 |
Kotak Alternate Asset Managers Limited
✚
|
17.7 | |
Invesco Managed Accounts LLC
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|
WA | 17.5 |