Investment adviser · CRD 152024

NEWMAN ADVISORS, LLC

Investment adviser filing (IA)

FORT LAUDERDALE, FL, United States · Form ADV filed May 23, 2012

Regulatory AUM
$40M
Form ADV · Item 5.F
Client accounts
44
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 23, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

1560 SAWGRASS CORPORATE PARKWAY, 4TH FLOOR
FORT LAUDERDALE, FL, 33323, United States

CRD 152024

Filing source

Form ADV 648760 · May 23, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.