Unclaimed Profile

Brian David Newcombe

MANAGED ASSET PORTFOLIOS, LLC·ROCHESTER, Michigan

Series 7, Series 24, Series 63, Series 65Clean record22 years registeredMANAGED ASSET PORTFOLIOS, LLC

950 W. UNIVERSITY, SUITE 100, ROCHESTER, MI 48307CRD# 2419873Firm CRD# 109574

Profile Verification

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

Identity

Brian David Newcombe · ROCHESTER, MI

Registration

CRD #2419873 · MANAGED ASSET PORTFOLIOS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

MANAGED ASSET PORTFOLIOS, LLC

Jan 2024 – present

H&R BLOCK FINANCIAL ADVISORS, INC.

Jul 2004 – Mar 2008

DETROIT, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 19, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MANAGED ASSET PORTFOLIOS, LLC

CRD 109574 · SEC 801-58125

AUM

$1.1B

Regulatory assets under management

Employees

1,991 client accounts

Services offered by MANAGED ASSET PORTFOLIOS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at MANAGED ASSET PORTFOLIOS, LLC →

Introduction

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Frequently Asked Questions

What services does Brian David Newcombe offer?

Brian David Newcombe specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ROCHESTER, Michigan for a consultation.

What are Brian David Newcombe's credentials?

Brian David Newcombe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian David Newcombe located?

Brian David Newcombe is based in ROCHESTER, Michigan, working with MANAGED ASSET PORTFOLIOS, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.

How does Brian David Newcombe charge for services?

Brian David Newcombe's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MANAGED ASSET PORTFOLIOS, LLC?

MANAGED ASSET PORTFOLIOS, LLC has approximately 21 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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