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NEW WORLD ADVISORS LLC
CRD 296798 · SEC 801-113314
350 LINCOLN STREET, SUITE 1100, HINGHAM, MA, 02043, United States
Phone
781-749-6922
Fax
888-391-6212
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$884.9M
Discretionary AUM
$878.0M
Team
5 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 105 | $877.0M |
States served
MA, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD