Newell Financial Services
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 339826
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Newell Financial Services is a Colorado-based corporate advisory firm that provides fee-based portfolio management for individuals and small businesses. The firm is individually owned and maintains an affiliation with an insurance company. FINTRX reports that Newell Financial Services is SEC-registered (registration year: Unknown). The firm is classified as Unclassified in the snapshot dataset and describes its primary activity as direct portfolio management rather than acting as a capital allocator or pension consultant.
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
Contacts
1 of 1
John Newell
President & OwnerCRD 2252168
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwood Village, CO
Arapahoe
Location
Greenwood Village, CO
Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 8000 E Prentice Ave
- Time zone
- MT (UTC-7)
- Office locations
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