$98.4M Total AUM
$98.4M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
18 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · Etrade
- Clients
- Retail and Institutional
- Platforms
- Crest
- Established Date
- 07-31-2007
- Office Locations
- 1
Office Locations
3111 VIA Dolce Suite 601 Marina DEL REY CA
About NEW Economy Capital Management LLC
NEW Economy Capital Management LLC is a Newport Coast-based RIA. The firm has been operating for 18 years. Managing $98.4M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
-- AVG AGE
$98.4M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
18.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Unison signal Catalyst Wave radial
Client Personas
Atlas
Custodian
Capital Signal glacier
Investment Themes
Crest value
Investment Vehicles
Horizon
Services
Horizon oak Matrix Oak Alpha horizon Bridge optima
Technology
Vital foundation
Owner & Executives
M
MICHAEL JAMES FEMINO
President
- CRD
- #2406271
- Ownership
- 75% or more
(958) 317-2593
matrix.insight@zenithcapital.com
in linkedin.com/in/wave-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,399,059 | -- |
| Non-Discretionary | $0 | -- |
| Total | $98,399,059 | -- |
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Separately Managed Accounts
Total SMA Asset: $98,399,059
Equity - Exchange:
34.1% Cash:
26.6% Equity - OTC:
27.4% Corporate - Investment Grade:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,003,592,488 | 34.1% |
| Cash | $2,342,978,305 | 26.6% |
| Equity - OTC | $2,413,443,818 | 27.4% |
| Corporate - Investment Grade | $1,048,174,504 | 11.9% |
| Total | $8,808,189,115 | 100.0% |