Newedge Advisors LLC

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Assets, Funds, Holdings

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Newedge Advisors LLC
CRD #171351
SEC #801-79876
CIK #0001633516
AUM $18.4 BB (2024-08-22)
Employees 570 (69% Investors, 34% Brokers)
Phone504-459-4391
Address858 Camp Street
New Orleans, LA 70130
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
2016128402009201420192025
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 ($BB)
151296302014201720212025
AUM Breakdown Accounts AUM ($BB)
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
13F-HR [0001633516]
Comparable Firms State AUM ($BB)
Plante Moran Financial Advisors LLC
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
NY 17.7
Kotak Alternate Asset Managers Limited
17.7
Invesco Managed Accounts LLC
WA 17.5
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tony@aum13f.com