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Thomas John New

INDEPENDENT ACCESS PARTNERS, LLC·HUNT VALLEY, Maryland
Unclaimed Profile
50 SCHILLING RD, HUNT VALLEY, MD 21031CRD# 3084313Firm CRD# 305842
01

About

Thomas John New is a registered financial advisor based in HUNT VALLEY, Maryland, affiliated with INDEPENDENT ACCESS PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
INDEPENDENT ACCESS PARTNERS, LLC
INDEPENDENT ACCESS PARTNERS, LLC
AUM
$196M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at INDEPENDENT ACCESS PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3084313
Firm CRD# 305842
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas John New offer?
Thomas John New specializes in Retirement Planning, Fee-Only Advisory. Contact their office in HUNT VALLEY, Maryland for a consultation.
What are Thomas John New's credentials?
Thomas John New is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas John New located?
Thomas John New is based in HUNT VALLEY, Maryland, working with INDEPENDENT ACCESS PARTNERS, LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.
How does Thomas John New charge for services?
Thomas John New'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 INDEPENDENT ACCESS PARTNERS, LLC?
INDEPENDENT ACCESS PARTNERS, LLC has approximately 5 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INDEPENDENT ACCESS PARTNERS, LLC

Leo Joseph Kelly
HUNT VALLEY, MD
Kevin Michael Cuff
HUNT VALLEY, MD
Matthew A Andrulot
HUNT VALLEY, MD

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
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Research
Advisor Fees in MarylandNational Fee Analysis
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