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- Custodian
- Interactive Brokers · Nationwide
- Clients
- Retail
- Platforms
- Ridge crestFrontier +more
- Established Date
- 08-01-2017
- Office Locations
- 1
Office Locations
About NEW Life Financial LLC
New Life Financial Planning (New Life Financial LLC) is an independent, Arizona-based financial planning and investment advisory serving retail clients from a range of backgrounds. The firm emphasizes education and coaching, builds savings and investment plans calibrated to each client’s risk comfort, and considers tax implications when selecting solutions. Reported custody relationships include Interactive Brokers and Nationwide.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BETTE ANNE BREWER
Owner
- CRD
- --
- Ownership
- 75% or more
IRVIN WAYNE BREWER
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #2184168
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KIMBERLY ANN HOGUE
--
- CRD
- #2671037
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,049,461 | -- |
| Total | $3,049,461 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,049,461
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $2,150,041,834 | 35.1% |
| Public Funds | $3,975,433,476 | 64.9% |
| Total | $6,125,475,310 | 100.0% |