NEWSQUARE CAPITAL, LLC

NEWTOWN SQUARE, Pennsylvania·8 registered advisors·CRD# 152430
SEC# 801-709080610-325-6117
01

Firm Overview

AUM
$1.6B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
Other: SEPARATE ACCOUNT MANAGER
03

Specialties

Investment ManagementWealth Management
04

Advisors at NEWSQUARE CAPITAL, LLC

8 registered advisors
Christy Lynn Hart
NEWTOWN SQUARE, Pennsylvania
Gary Earl Daniels
NEWTOWN SQUARE, Pennsylvania
ChFC
James Harold Unger
NEWTOWN SQUARE, Pennsylvania
CFP
Jesse Hart Daniels
NEWTOWN SQUARE, Pennsylvania
Joseph Vincent Naselli
NEWTOWN SQUARE, Pennsylvania
ChFC
Matthew Garry Wilson
NEWTOWN SQUARE, Pennsylvania
Robert Joseph Hagenberg
NEWTOWN SQUARE, Pennsylvania
Ryan L Kirk
NEWTOWN SQUARE, Pennsylvania
CFA
05

Office Locations

NEWTOWN SQUARE, Pennsylvania
8 advisors

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Data sourced from SEC Form ADV filings. NEWSQUARE CAPITAL, LLC (CRD# 152430) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.