NEWFLEET ASSET MANAGEMENT, LLC

HARTFORD, Connecticut·12 registered advisors·CRD# 104532
SEC# 801-515590877-332-8172
01

Firm Overview

AUM
$10.1B
Regulatory assets under management
Employees
28
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at NEWFLEET ASSET MANAGEMENT, LLC

12 registered advisors
Benjamin Lucien Caron
HARTFORD, Connecticut
Christopher Jude Kelleher
HARTFORD, Connecticut
David Leon Albrycht
HARTFORD, Connecticut
Diane Margaretta Spirandelli
SAN FRANCISCO, California
Francis George Waltman
HARTFORD, Connecticut
James Robert Sena
HARTFORD, Connecticut
Kyle Arthur Jennings
HARTFORD, Connecticut
Laura Marie Krajewski
HARTFORD, Connecticut
Lisa H Leonard
HARTFORD, Connecticut
Mark Richard Palmer
SAN FRANCISCO, California
Michael Nmn Sollicito
HARTFORD, Connecticut
Robert Louis Bishop
HARTFORD, Connecticut
05

Office Locations

HARTFORD, Connecticut
10 advisors
SAN FRANCISCO, California
2 advisors

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Data sourced from SEC Form ADV filings. NEWFLEET ASSET MANAGEMENT, LLC (CRD# 104532) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.