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- Custodian
- Altruist · Equity Trust · ETC Brokerage · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-13-2015
- Office Locations
- 1
Office Locations
About Newage Advisors LLC
Michigan-based NewAge Advisors (Lansing; also serves Detroit and Grand Rapids) provides fiduciary financial planning and investment management for federal employees—especially law enforcement and those with military service/retirements—and a limited, eligibility-based private-client group of successful business owners needing advanced business and estate planning. Investment implementation often uses ETFs and mutual funds.
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Owner & Executives
GARY ALLEN WEDGE
Chief Compliance Officer, Managing Member
- CRD
- #5209878
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,855,402 | -- |
| Non-Discretionary | $3,116,726 | -- |
| Total | $14,972,128 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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