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N.E.W. ADVISORY SERVICES, LLC
CRD 290405 · SEC 801-112037
2200 DICKINSON ROAD, UNIT 17A, DE PERE, WI, 54115, United States
Phone
920-712-7800
Fax
920-712-7801
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.60B
Discretionary AUM
$1.55B
Team
23 total employees; 12 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4307 | $789.9M |
| High net worth individuals | 535 | $808.3M |
| Corporations/business entities | 20 | $3.8M |
States served
AZ, CA, CO, GA, IL, KY, LA, MI, MN, NV, NC, OH, PA, SC, TN, VA, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD