CRD: 114509
NEW Century Partners-THE NO-Load Group, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- VitalZenith
- Established Date
- 07-24-2003
- Office Locations
- 1
Office Locations
About NEW Century Partners-THE NO-Load Group, Inc.
New Century Investments (New Century Partners – The No-Load Group) is a Fort Worth, TX–based RIA serving individuals and business owners with integrated financial, investment, and tax planning. The firm emphasizes portfolio and performance oversight and coordinates with CPAs and estate attorneys to deliver comprehensive, goal-based strategies, often using public funds such as mutual funds and ETFs.
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Owner & Executives
ANDREA MARIE WARD
Advisor, TREASURER
- CRD
- #2677218
- Ownership
- 25% but less than 50%
Matthew Alan Ward
President, Wealth Advisor
- CRD
- #7025645
- Ownership
- 25% but less than 50%
Ember matrix
Unison value
- CRD
- #44456
- Ownership
- 11.2%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,974,197,726 | 100.0% |
| Total | $1,974,197,726 | 100.0% |