New Street Advisors Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 305687
- Website
- newstreetadvisorsgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals91.71%
- HNWI8.29%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
New Street Advisors Group LLC is an independent registered investment advisor organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, offering portfolio management for individuals and small businesses alongside financial planning and educational workshops. Its fee arrangements are flexible, combining percentage-of-AUM billing with hourly and fixed-fee options. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. It also does not report being a related adviser to another advisory entity.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds55%
- Exchange Traded Equities30%
- Cash & Cash Equivalents15%
Owners & executives
1 of 1
Danny Saporu
Founder & CEOCRD 6800190
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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