NEW FALMOUTH, LLC

SHAKER HEIGHTS, Ohio·6 registered advisors·CRD# 122268
SEC# 801-614360216-491-3990
01

Firm Overview

AUM
$519M
Regulatory assets under management
Employees
0
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Performance-based fees
Other: FIXED ORGANIZATION FEES
03

Specialties

Retirement Planning
04

Advisors at NEW FALMOUTH, LLC

6 registered advisors
Christine Louise Jemison
SHAKER HEIGHTS, Ohio
Joanne Finley Stegmoyer
SHAKER HEIGHTS, Ohio
Scott Jeffrey Swain
SHAKER HEIGHTS, Ohio
Susanne Marie Powers
SHAKER HEIGHTS, Ohio
Terence Conway Sullivan
SHAKER HEIGHTS, Ohio
Trevor Joseph Allburn
SHAKER HEIGHTS, Ohio
05

Office Locations

SHAKER HEIGHTS, Ohio
6 advisors

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Data sourced from SEC Form ADV filings. NEW FALMOUTH, LLC (CRD# 122268) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.