$6.5M Total AUM
$6.5M Disc. AUM
-57.1% 3Y CAGR
2 Employees
0 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Stifel
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-28-2016
- Office Locations
- 2
Office Locations
9 Union Square Unit #1123 Southbury CT
-- Lafayette CA
About Newday
Newday is a Southbury-based RIA with 2 offices. The firm has been operating for 10 years. Managing $6.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Stifel.
Team overview
-- AVG AGE
$6.5M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
6.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Services
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Technology
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Owner & Executives
DOUGLAS CHARLES HESKE
Chief Compliance Officer, Chief Executive Officer, FOUNDER, President
- CRD
- #1458182
- Ownership
- Less than 5%
Available
Available
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Showing 1 of 1 owners & executives
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B
BRIAN GREGORY FAIRHURST
--
- CRD
- #4208169
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,516,552 | $2,172,184 |
| Non-Discretionary | $0 | -- |
| Total | $6,516,552 | $2,172,184 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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