Company profile
Website
Employees
Location
Fiscal year end
Former names
CFG Asset Management LLC, NewSquare Capital Management LLC
SEC CIK
SEC advisor number
801-70908
FINRA CRD number
152430
AUM ?
$1.19 bn
(as of 7 Dec 22)
Accounts
2,945
(as of 7 Dec 22)
Employees
16
(5 investment advisory or research)
Address
NewSquare Capital
16 CAMPUS BOULEVARD
SUITE 100
NEWTOWN SQUARE
PA 19073
16 CAMPUS BOULEVARD
SUITE 100
NEWTOWN SQUARE
PA 19073
Phone
6103256117
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Nov 21
13F-HR
Quarterly holdings report by institutional manager
28 Jul 21
13F-HR
Quarterly holdings report by institutional manager
10 May 21
13F-HR
Quarterly holdings report by institutional manager
4 Feb 21
13F-HR
Quarterly holdings report by institutional manager
4 Nov 20
13F-HR
Quarterly holdings report by institutional manager
5 Aug 20