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| Newedge Advisors LLC
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|---|---|
| CRD # | 171351 |
| SEC # | 801-79876 |
| CIK # | 0001633516 |
| AUM | 43.21 B (2026-06-02) |
| Employees | 1,073 (48% Investors, 37% Brokers) |
| Phone | 504-459-4391 |
| Address | 858 Camp Street New Orleans, LA 70130 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.9 | ||
| Nvidia Corp | 0.6 | ||
| Microsoft Corp | 0.6 | ||
| Amazon Com Inc | 0.4 | ||
| J P Morgan Chase & Co | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Wal Mart Stores Inc | 0.4 | ||
| Broadcom Inc | 0.3 | ||
| Chevron Corp | 0.3 | ||
| Facebook Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35,697 | 11.3 |
| (b) Individuals (high net worth individuals) | 13,112 | 28.4 |
| (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 | 259 | 0.3 |
| (h) Charitable organizations | 166 | 0.2 |
| (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 | 663 | 3.0 |
| (n) Other | 1 | 0.0 |
| Total | 103,000 | 43.2 |
| By Discretionary | ||
| Discretionary | 100,627 | 41.8 |
| Non-Discretionary | 2,373 | 1.4 |
| Total | 103,000 | 43.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 43.2 | |
| Total | 103,000 | 43.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001633516] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 122 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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