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NEWSQUARE CAPITAL, LLC
CRD 152430 · SEC 801-70908
16 CAMPUS BOULEVARD, SUITE 100, NEWTOWN SQUARE, PA, 19073-3229, United States
Phone
610-325-6117
Fax
610-325-6292
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.39B
Discretionary AUM
$2.39B
Team
21 total employees; 6 advisory reps; 85 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1900 | $911.1M |
| High net worth individuals | 205 | $1.41B |
| Pension/profit sharing plans | 40 | $37.1M |
| Charitable organizations | 21 | $10.1M |
| Corporations/business entities | 30 | $22.6M |
States served
AZ, CA, CO, DE, GA, IL, KY, LA, MD, MA, MI, NE, NJ, NY, NC, OH, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD