N
$39.0M Total AUM
$36.4M Disc. AUM
-- 3Y CAGR
2 Employees
12 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-10-2024
- Office Locations
- 1
Office Locations
3121 Park AVE STE A Soquel CA
About Newhouse Integrated Financial Advisors LLC
Newhouse Integrated Financial Advisors LLC is a Soquel-based RIA. The firm has been operating for 1 years. Managing $39.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Team overview
-- AVG AGE
$19.5M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
0.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
Robert Gaukel
Chief Compliance Officer, Managing Member
- CRD
- #7979157
- Ownership
- 75% or more
Available
Available
Available
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T
Todd Scalisi
--
- CRD
- #6609337
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,393,083 | -- |
| Non-Discretionary | $2,568,799 | -- |
| Total | $38,961,882 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
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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