NEW SHERIDAN ADVISORS, LLC

IRVINE, California·3 registered advisors·CRD# 150140
SEC# 801-70239949-387-2450
01

Firm Overview

AUM
$84M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at NEW SHERIDAN ADVISORS, LLC

3 registered advisors
Qi Shi
NEWPORT BEACH, California
Richard Whitney Hoss
IRVINE, California
Russell Edwin Hoss
IRVINE, California
05

Office Locations

IRVINE, California
2 advisors
NEWPORT BEACH, California
1 advisor

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Data sourced from SEC Form ADV filings. NEW SHERIDAN ADVISORS, LLC (CRD# 150140) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.