New Amsterdam Wealth Planning
RIAState Registered
Total AUM
$65.8M
Discretionary
$55.2M
84% of AUM
Avg account
$454K
Accounts
145
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 309962
- Registered since
- August 5, 2020
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.5%
- Individuals14.5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
New Amsterdam Wealth Planning is an independent, individually owned RIA organized as an LLC and registered to operate in New Jersey and New York. The firm focuses on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its advisory fees combine a percentage of assets under management with fixed-fee arrangements. Investment activity does not emphasize ESG considerations.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Cash & Cash Equivalents20%
- Other11%
- Exchange Traded Equities8%
- US Government Bonds8%
Contacts
1 of 1
Donald La Fronz
Managing MemberCRD 2314937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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