NEWMAN LADD CAPITAL ADVISORS, LLC.

CAMILLUS, New York·4 registered advisors·CRD# 129860
SEC# 801-792971315-299-8979
01

Firm Overview

AUM
$86M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at NEWMAN LADD CAPITAL ADVISORS, LLC.

4 registered advisors
Andrew T Moen
CAMILLUS, New York
Daniel Alfred Parkin
CAMILLUS, New York
James Francis Mccarthy
CAMILLUS, New York
Robert Paul Mills
CAMILLUS, New York
05

Office Locations

CAMILLUS, New York
4 advisors

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Data sourced from SEC Form ADV filings. NEWMAN LADD CAPITAL ADVISORS, LLC. (CRD# 129860) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.