Newhouse Integrated Financial Advisors LLC

RIASEC Registered
Total AUM
$39M
Discretionary
$36.4M
93% of AUM
Avg account
$3.2M
Accounts
12
Employees
2
Advisory reps
2

Firm details

Headquarters
Soquel, California
CRD number
332939
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI92.92%
  • Individuals7.08%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Newhouse Integrated Financial Advisors LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm targets individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its advisory engagement model is fee-based and flexible: percentage-of-AUM billing is combined with options for hourly and fixed fees. Newhouse also lists accounting and real estate brokerage among its business activities and industry affiliations, which suggests it blends tax and property expertise into its client service mix. The firm is not positioned as a capital allocator to external managers in a broad sense, and it does not identify as an active ESG investor or a multi-state adviser. Given the small client base and the fee structures reported, Newhouse appears to deliver a high-touch, bespoke advisory relationship rather than a scale-driven platform business.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, Public Funds/Mutual Funds 8%, Cash & Cash Equivalents 2%, Other 2%88%
  • Exchange Traded Equities88%
  • Public Funds/Mutual Funds8%
  • Cash & Cash Equivalents2%
  • Other2%

Contacts

2 of 2
  • Robert Gaukel

    Robert Gaukel

    FounderCRD 7979157

  • Todd Scalisi

    Tax ManagerCRD 6609337

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Soquel, CA

Santa Cruz

Location

Soquel, CA

Headquartered in Soquel, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Cruz
Address
3121 Park Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth