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N1 ADVISORS
NEWTON ONE INVESTMENTS LLC
CRD 147048 · SEC 801-69525
131 CONTINENTAL DRIVE, SUITE 206, NEWARK, DE, 19713-0000, United States
Phone
302-731-1326
Fax
302-455-9089
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$445.5M
Discretionary AUM
$445.5M
Team
7 total employees; 3 advisory reps; 32 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $38.6M |
| High net worth individuals | 104 | $341.2M |
| Pension/profit sharing plans | 20 | $65.6M |
States served
DE, MD, NJ, NY, PA, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD