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- Custodian
- Axos
- Clients
- Retail
- Platforms
- Matrix
- Established Date
- 02-01-2023
- Office Locations
- 1
Office Locations
About NEW Light Financial
New Light Financial is a Colorado state-registered investment advisor serving retirement-focused individuals and families in the Denver area. The firm delivers a structured retirement planning process covering income planning (Social Security, pensions, investment income), tax-efficiency strategies (Roth conversions, RMD planning), healthcare and long-term care planning, and estate planning coordination. It also offers fixed insurance/annuity solutions through an affiliated entity.
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Arisa Stein
Advisor, CHIEF MARKETING OFFICER
- CRD
- --
- Ownership
- 50% but less than 75%
RAYMOND JOHN STEIN
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6364830
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,995,902 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,995,902 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,995,902
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $757,037,622 | 30.7% |
| Other | $722,514,733 | 29.3% |
| Cash | $426,604,262 | 17.3% |
| U.S. Government/Agency | $559,763,975 | 22.7% |
| Total | $2,465,920,592 | 100.0% |