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NEW VIEW FINANCIAL, LLC
CRD 299117
2545 N OPDYKE RD, SUITE 101, AUBURN HILLS, MI, 48326, United States
Phone
248-954-4522
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$26.1M
Discretionary AUM
$26.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $26.1M |
All web addresses on file
Official SEC filing: View on IAPD