Unclaimed Profile

Kiera Markale Newton

HENNESSY ADVISORS, INC.·NOVATO, California

Clean recordHENNESSY ADVISORS, INC.

7250 REDWOOD BOULEVARD, NOVATO, CA 94945CRD# 7675603Firm CRD# 110770

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kiera Markale Newton · NOVATO, CA

Registration

CRD #7675603 · HENNESSY ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kiera Markale Newton is a registered financial advisor based in NOVATO, California, affiliated with HENNESSY ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

Speak with Kiera

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kiera is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

HENNESSY ADVISORS, INC.

AUM

$5.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HENNESSY ADVISORS, INC. →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7675603

Firm CRD# 110770

View on FINRA BrokerCheck →

Looking for a financial advisor in NOVATO?

Browse all registered financial advisors in NOVATO, California or claim this profile if it's yours.

Browse NOVATO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kiera Markale Newton offer?

Kiera Markale Newton specializes in Investment Management, Fee-Only Advisory. Contact their office in NOVATO, California for a consultation.

What are Kiera Markale Newton's credentials?

Kiera Markale Newton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kiera Markale Newton located?

Kiera Markale Newton is based in NOVATO, California, working with HENNESSY ADVISORS, INC.. Their office serves clients in the NOVATO metropolitan area and surrounding communities.

How does Kiera Markale Newton charge for services?

Kiera Markale Newton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HENNESSY ADVISORS, INC.?

HENNESSY ADVISORS, INC. has approximately 18 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →