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NEW Street Advisors Group LLC

NEW Street Advisors Group LLC. CRD 305687

NEW Street Advisors Group LLC logo

CRD: 305687

NEW Street Advisors Group LLC

$18.1M Total AUM
$18.1M Disc. AUM
-- 3Y CAGR
1 Employees
510 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Pershing · TD Ameritrade
Clients
Retail
Platforms
Available
Established Date
09-25-2019
Office Locations
1

Office Locations

-- NEW York NY

About NEW Street Advisors Group LLC

New Street Advisors Group is a fee-only fiduciary RIA providing transparent financial planning, portfolio management, and investment advice for individuals and families, with a goal-based focus on wealth accumulation, retirement planning, and legacy needs. Portfolios commonly use mutual funds and ETFs. Founder Delano Saporu is a CNBC paid contributor, and the firm serves clients across 35 states.

Team overview

-- AVG AGE
$18.1M AVG AUM / ADVISOR
$35.5K AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

D

Danny Delano Olusegun Saporu

Chief Compliance Officer, Managing Member

CRD
#6800190
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $18,100,000 --
Non-Discretionary $0 --
Total $18,100,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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