NEW AMSTERDAM WEALTH PLANNING
Adviser information for NEW AMSTERDAM WEALTH PLANNING last updated from Form ADV on January 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | New York, United States |
Employees
Total Number of Employees | 1 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 92 | $44.4M |
Total | 92 | $44.4M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 11 | $4.3M |
HNW Individuals | 27 | $40.1M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 1 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
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Compensation | % of AUM |
Identifiers
SEC RIA File Number | 801-119239 |
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SEC ERA File Number | 801-119239 |
SEC CIK Numbers | None |
SEC CRD Numbers | 309962 |
Legal Entity Identifier | None |
Principal Office
780 WEST END AVENUE, APT. 2BNEW YORK
NY
United States
Monday - Friday, 7:30 TO 6:00
Tel: 917-647-5698, Fax: 212-409-8512
Chief Compliance Officer
DONALD LA FRONZ
780 WEST END AVENUE, APT. 2B
NEW YORK
NY
United States
Tel:
917-647-5698
D**@*****************************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
LA FRONZ, DONALD, PAUL | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 07/2020 | > 75% |