Newedge Advisors
Newedge Advisors (CRD# 171351) is a financial advisory firm headquartered in New Orleans, LA. They manage $18,432,430,824 in 62,249 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management18,432MILLION
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Michael Kreimer (CRD# 1451905) is an Investment Advisor Representative working at AssetWise Financial Group in Charlotte, NC and has over 36 years of experience in the finance industry. Michael Kreimer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Garrett Ahrens (CRD# 1999696) is an Investment Advisor Representative working at Newedge Advisors in Lafayette, LA and has over 34 years of experience in the finance industry.
Eric Aldinger (CRD# 5993843) is an Investment Advisor Representative working at Newedge Advisors in Bismarck, ND and has over 12 years of experience in the finance industry.
Sandra Baker (CRD# 5105141) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 17 years of experience in the finance industry.
Joshua Barnett (CRD# 6597237) is an Investment Advisor Representative working at Newedge Advisors in Baton Rouge, LA and has over 8 years of experience in the finance industry.
Thomas Bartolomeo (CRD# 1823924) is an Investment Advisor Representative working at Newedge Advisors in Delray Beach, FL and has over 30 years of experience in the finance industry.
Christopher Baugh (CRD# 3250943) is an Investment Advisor Representative working at Newedge Advisors in Santa Rosa Beach, FL and has over 24 years of experience in the finance industry.
Kent Beal (CRD# 2469212) is an Investment Advisor Representative working at Newedge Advisors in Centerville, OH and has over 29 years of experience in the finance industry.
Dee Becquet (CRD# 3167167) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 25 years of experience in the finance industry.
William Beeler (CRD# 2171363) is an Investment Advisor Representative working at Newedge Advisors in Seal Beach, CA and has over 32 years of experience in the finance industry.