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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Newman Ladd Capital Advisors LLC
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|---|---|
| CRD # | 129860 |
| SEC # | 801-79297 |
| CIK # | |
| AUM | $93.1 M (2025-01-27) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 315-299-8979 |
| Address | 5100 West Genesee Street Camillus, NY 13031 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 65.2 |
| (b) Individuals (high net worth individuals) | 17 | 27.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 355 | 93.1 |
| By Discretionary | ||
| Discretionary | 349 | 92.8 |
| Non-Discretionary | 6 | 0.3 |
| Total | 355 | 93.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 93.1 | |
| Total | 355 | 93.1 |
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|---|---|---|
|
Cypress Capital Management US Limited
✚
|
0.1 | |
|
Joseph John Hasson Jr
✚
|
0.1 | |
|
Natwealth Management USA Inc
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0.1 | |
|
Wells Global Investment Advisers LLC
✚
|
FL | 0.1 |
|
Tweddell Goldberg LLC
✚
|
0.1 | |
|
Scott Conyers Capital Management Inc
✚
|
0.1 | |
|
Buckram Securities Ltd
✚
|
NY | 0.1 |
|
Gallatin & Company LLC
✚
|
FL | 0.1 |
|
Financial Counseling Associates Inc
✚
|
0.1 | |
|
Craft Asset Management LLC
✚
|
FL | 0.1 |