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Robert Joseph Hagenberg

NEWSQUARE CAPITAL, LLC·NEWTOWN SQUARE, Pennsylvania
Clean recordNEWSQUARE CAPITAL, LLC
16 CAMPUS BOULEVARD, SUITE 200, NEWTOWN SQUARE, PA 19073-3229CRD# 2942205Firm CRD# 152430

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Joseph Hagenberg · NEWTOWN SQUARE, PA
Registration
CRD #2942205 · NEWSQUARE CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Joseph Hagenberg 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
Introduction

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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# 2942205
Firm CRD# 152430
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Joseph Hagenberg offer?
Robert Joseph Hagenberg specializes in Investment Management, Wealth Management. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.
What are Robert Joseph Hagenberg's credentials?
Robert Joseph Hagenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Joseph Hagenberg located?
Robert Joseph Hagenberg 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 Robert Joseph Hagenberg charge for services?
Robert Joseph Hagenberg'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 at NEWSQUARE CAPITAL, LLC

James Harold Unger
NEWTOWN SQUARE, PA
Christy Lynn Hart
NEWTOWN SQUARE, PA
Joseph Vincent Naselli
NEWTOWN SQUARE, PA
Matthew Garry Wilson
NEWTOWN SQUARE, PA
Claire Daniels
NEWTOWN SQUARE, PA
Jesse Hart Daniels
NEWTOWN SQUARE, PA

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Research
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