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NEW ASSETS INVESTMENT ADVISORS LLC
CRD 167341
1525 MCCARTHY BLVD, SUITE 1083, MILPITAS, CA, 95035, United States
Phone
408-520-9558
Fax
408-432-7480
Registration
— (—)
Source
State registered
Total AUM
$52.2M
Discretionary AUM
$52.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsFEE-BASED INSURANCE PRODUCTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $27.1M |
| High net worth individuals | 14 | $24.3M |
All web addresses on file
Official SEC filing: View on IAPD