NEW ASSETS INVESTMENT ADVISORS LLC

NEW ASSETS INVESTMENT ADVISORS LLC of MILPITAS, CA is an SEC-registered investment adviser (CRD 167341). Regulatory assets under management: $52.2M.

Registration

• CRD: 167341
• Type: Registered investment adviser
• Location: 1525 MCCARTHY BLVD, MILPITAS, CA, 95035
• Phone: 408-520-9558
• Latest filing: 2026-03-25
• Regulatory AUM: $52.2M
• Discretionary AUM: $52.2M
• Clients: 1
• Accounts: 179

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167341 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search