New World Advisors LLC
Firm details
- Headquarters
- Hingham, Massachusetts
- CRD number
- 296798
- Registered since
- May 25, 2018
- Website
- www.newworldadvisors.com
- Custodians
- FIDUCIARY TRUST COMPANY INTERNATIONAL, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.1%
- Pension & Profit Sharing Plans0.78%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
New World Advisors LLC is an SEC-registered independent RIA that began registration in 2018 and operates as a limited liability company. The firm serves individual and family clients and bills primarily as a percentage of assets under management, supplemented by fixed fees in some engagements. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selection of other advisers — the latter reflecting a willingness to allocate client capital to external managers. The firm reports that it is a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities69%
- Public Funds/Mutual Funds18%
- Other9%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Christopher Cabral
Partner, Chief Investment OfficerCRD 2716463
Contacts
1 of 1
John Fasciano
PartnerCRD 5704892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$93M in ETFs
86%
$79.7M
2%
$13.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $58.2M | 77,752 | 62.59% |
Location
Hingham, MA
Plymouth
Location
Hingham, MA
Headquartered in Hingham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Plymouth
- Address
- 350 Lincoln St
- Time zone
- ET (UTC-5)
- Office locations
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