Newage Advisors LLC
Firm details
- Headquarters
- Lansing, Michigan
- CRD number
- 226514
- Website
- newageadvisors.com
- Custodians
- ETC BROKERAGE SERVICES, LLC, ALTRUIST FINANCIAL LLC, NATIONWIDE SECURITIES, LLC, EQUITY TRUST ADVISORS, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals79.18%
- HNWI20.82%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Newage Advisors LLC is an independent, Michigan-registered advisory firm organized as an LLC and owned by an individual. Its client focus is individuals and families, and it provides financial planning and portfolio management services for individuals and small businesses. The firm charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee arrangements. Newage does not identify as an active ESG investor and lists an affiliation with an insurance company.
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 Funds60%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
- Other10%
- Non-Exchange Traded Equities5%
Contacts
1 of 1
Gary Wedge
Registered Investment AdviserCRD 5209878
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lansing, MI
Ingham
Location
Lansing, MI
Headquartered in Lansing, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Ingham
- Address
- 120 N Washington Sq
- Time zone
- ET (UTC-5)
- Office locations
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