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Claire Daniels

NEWSQUARE CAPITAL, LLC·NEWTOWN SQUARE, Pennsylvania
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16 CAMPUS BOULEVARD, NEWTOWN SQUARE, PA 19073-3229CRD# 6932343Firm CRD# 152430
01

About

Claire Daniels is a registered financial advisor based in NEWTOWN SQUARE, Pennsylvania, affiliated with NEWSQUARE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
NEWSQUARE CAPITAL, LLC
NEWSQUARE CAPITAL, LLC
AUM
$1.6B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at NEWSQUARE CAPITAL, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SEPARATE ACCOUNT MANAGER
Regulatory
SEC/IARD CRD# 6932343
Firm CRD# 152430
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Claire Daniels offer?
Claire Daniels specializes in Investment Management, Wealth Management. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.
What are Claire Daniels's credentials?
Claire Daniels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Claire Daniels located?
Claire Daniels is based in NEWTOWN SQUARE, Pennsylvania, working with NEWSQUARE CAPITAL, LLC. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.
How does Claire Daniels charge for services?
Claire Daniels's firm is compensated through percentage of aum, subscription fees, other: separate account manager. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWSQUARE CAPITAL, LLC?
NEWSQUARE CAPITAL, LLC has approximately 17 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEWTOWN SQUARE
Paul Flick Strid — STRID GROUP, LLCSteven Conway Graham — GRAHAM PARTNERS, INC.Dana Haines Stewardson — LOGAN CAPITAL MANAGEMENT, INC.Al Besse — LOGAN CAPITAL MANAGEMENT, INC.Erik Ortlieb Strid — STRID GROUP, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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