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Newman Ladd Capital Advisors, LLC

EST. AUM
$108,088,103

CONTACTS

CLIENT ACCOUNTS
362

Firm Details

Metro area Syracuse
CRD Number 129860
Website n
Client types

Overview

Newman Ladd Capital Advisors, LLC is an independent Registered Investment Adviser (RIA) founded in 2004 and headquartered in Camillus, New York. The firm provides personalized wealth management, investment advisory, and financial planning services to high-net-worth individuals, retirees, families, and business owners. Operating under a fiduciary standard, Newman Ladd Capital Advisors delivers customized investment strategies tailored to each client's financial objectives and risk tolerance. Through its coordinated advisory and brokerage capabilities, the firm offers comprehensive portfolio management, retirement planning, and long-term wealth preservation solutions built on trusted client relationships.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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