Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
822913883
SEC advisor number
801-112037
FINRA CRD number
290405
AUM ?
$838.11 mm
(as of 7 Dec 23)
Accounts
6,463
(as of 7 Dec 23)
Employees
23
(12 investment advisory or research)
Address
N.E.W. Advisory Services
2200 DICKINSON RD
UNIT 17A
DE PERE
WI 54115
2200 DICKINSON RD
UNIT 17A
DE PERE
WI 54115
Phone
9207127800
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21