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N.e.w. Advisory Services, LLC

● SEC registered since 2017CRD 290405SEC# 801-112037De Pere, WI
Export (members)
Reg. AUM
$1.34B
Employees
23
Accounts
8,245
Location
De Pere, WI

N.e.w. Advisory Services, LLC assets under management

N.e.w. Advisory Services, LLC is an investment advisory firm registered with the SEC based in De Pere, WI. The firm has been registered since 2017. It reports $1.3 billion in regulatory assets under management and employs 23 people.
www.johnsonwealth.netView on SEC.gov ↗

N.e.w. Advisory Services, LLC owners & executives

4 reported
NameTitleOwnershipSince
Andrew Robert HermsenMember25-50%2017
Debra Anne Deleers ControlMember25-50%2017
Michael Gerald WhitehouseMember25-50%2017
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Frequently asked questions

How much does N.e.w. Advisory Services, LLC manage?

N.e.w. Advisory Services, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does N.e.w. Advisory Services, LLC have?

N.e.w. Advisory Services, LLC reports 23 employees.

Where is N.e.w. Advisory Services, LLC located?

N.e.w. Advisory Services, LLC is based in De Pere, WI and has been SEC-registered since 2017.

Does N.e.w. Advisory Services, LLC disclose fund performance?

N.e.w. Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2200 Dickinson Road, Unit 17a, De Pere, WI 54115
Phone920-712-7800
Fax920-712-7801
Office hours8:00 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.29B
Non-discretionary$52M
Total (RAUM)$1.34B