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NEW CENTURY ADVISORS, LLC
CRD 122478 · SEC 801-61423
2 WISCONSIN CIRCLE, SUITE 940, CHEVY CHASE, MD, 20815, United States
Phone
240-395-0550
Fax
240-395-0565
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.31B
Discretionary AUM
$4.31B
Team
18 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees; FEE FOR MODEL PORTFOLIO DELIVERY (NON-DISCRETIONARY)
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $3.8M |
| Pooled investment vehicles | 3 | $213.4M |
| Pension/profit sharing plans | 5 | $608.2M |
| Charitable organizations | 11 | $1.02B |
| State/municipal entities | 10 | $2.11B |
| Sovereign wealth funds | 2 | $291.6M |
| Corporations/business entities | 4 | $57.3M |
States served
CA, DC, IL, MD, NY, NH
All web addresses on file
Official SEC filing: View on IAPD