Top financial advisors in South Pasadena, CA
We’ve curated a list of the best financial advisors in South Pasadena, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$131,094,647
Number of advisors
5 advisors
| $131,094,647 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in South Pasadena, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case South Pasadena. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Newbury Capital Management, LLC
Newbury Capital Management, LLC is a registered investment adviser based in South Pasadena, CA, established in 2009. The firm, owned by Jon Lam, Stuart Sneddon, Edward Barnet II, and Anton Pereiaslavtsev, specializes in providing asset management services tailored to individual client needs. As a fiduciary, the firm is committed to acting in the best interest of clients, offering services such as continuous account supervision, portfolio creation with various securities, and regular portfolio reviews. Clients can place reasonable restrictions on investments, and the firm does not manage assets through other services. For asset management, fees are charged based on a percentage of assets under management, with different fee schedules for common stock, fixed income, and mutual funds. The firm bills fees quarterly in advance and does not offer performance-based fees. Newbury Capital Management manages over $138 million in regulatory assets, with most managed on a discretionary basis. The firm utilizes fundamental, technical, and quantitative analysis in investment decision-making and offers strategies such as cash & cash equivalents, fixed income, and individual stocks. Clients have the option to grant investment discretion to the firm, which allows for securities transactions without prior client approval. Newbury Capital Management also handles proxy voting for client securities, striving to vote in the best interest of all clients.
$131,094,647 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in South Pasadena, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case South Pasadena. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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