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Newsquare Capital, LLC

EST. AUM
$2,392,742,156

CONTACTS
7

CLIENT ACCOUNTS
4,168

Firm Details

Metro area Philadelphia
CRD Number 152430
Website newsquarecapital.com
Client types

Overview

NewSquare Capital, LLC is a fee-only RIA based in Newtown Square, Pennsylvania. Since its founding in 2010, the firm has delivered globally diversified asset allocation strategies, emphasizing ETFs, equities, and fixed income. With nearly $2 billion under management, NewSquare serves individuals, high-net-worth clients, and institutional investors under a co-advisory structure in partnership with MML Investor Services. Its advisory framework blends disciplined, data-driven investing with client-tailored strategies to support long-term financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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