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NEW LIGHT FINANCIAL
NEW LIGHT FINANCIAL LLC
CRD 325546
9800 MT PYRAMID COURT, SUITE 340, ENGLEWOOD, CO, 80112, United States
Phone
(303) 524-5223
Fax
(720) 302-2054
Registration
— (—)
Source
State registered
Total AUM
$31.0M
Discretionary AUM
$31.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $25.4M |
| High net worth individuals | 2 | $5.6M |
All web addresses on file
Official SEC filing: View on IAPD