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NEWHOUSE INTEGRATED FINANCIAL ADVISORS LLC
CRD 332939
3121 PARK AVE, STE A, SOQUEL, CA, 95073, United States
Phone
831-345-5855
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$39.0M
Discretionary AUM
$36.4M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.8M |
| High net worth individuals | 6 | $36.2M |
Official SEC filing: View on IAPD