Newton One Investments is an investment advisor in Newark with $289.32 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
463916607
SEC advisor number
801-69525
FINRA CRD number
147048
AUM ?
$289.32 mm
(as of 27 Apr 23)
Accounts
439
(as of 27 Apr 23)
Employees
8
(5 investment advisory or research)
Office hours
Monday - Friday, 8:30AM - 5:00PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Pressler, Eric, Christopher | Member, Partner | 08/2003 | 25-50% |
Snyder, Scott, Roger | CCO, Member, Managing Partner, CIO | 02/2003 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22