N
$108.1M Total AUM
$107.8M Disc. AUM
14.5% 3Y CAGR
2 Employees
252 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-20-2004
- Office Locations
- 1
Office Locations
5100 West Genesee Street Camillus NY
About Newman Ladd Capital Advisors, Llc.
Newman Ladd Capital Advisors, Llc. is a Camillus-based RIA. The firm has been operating for 22 years. Managing $108.1M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$54.0M AVG AUM / ADVISOR
$428.9K AVG AUM / CLIENT
12 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ANDREW T MOEN
Director, MANAGING DIRECTOR, Secretary
- CRD
- #2954195
- Ownership
- 75% or more
Available
Available
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J
Jack Austin Irwin
Chief Compliance Officer
- CRD
- #7829572
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,794,457 | $301,945 |
| Non-Discretionary | $293,646 | $58,729 |
| Total | $108,088,103 | $298,586 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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