N
$65.8M Total AUM
$55.2M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
5 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-19-2020
- Office Locations
- 1
Office Locations
-- Long Branch NJ
About NEW Amsterdam Wealth Planning
NEW Amsterdam Wealth Planning is a Long Branch-based RIA. The firm has been operating for 5 years. Managing $65.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$65.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DONALD PAUL LA FRONZ
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2314937
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,234,000 | -- |
| Non-Discretionary | $10,576,000 | $482,511 |
| Total | $65,810,000 | $482,511 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Other:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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