NEWHOUSE INTEGRATED FINANCIAL ADVISORS LLC

NEWHOUSE INTEGRATED FINANCIAL ADVISORS LLC of SOQUEL, CA is an SEC-registered investment adviser (CRD 332939). Regulatory assets under management: $39.0M.

Registration

• CRD: 332939
• Type: Registered investment adviser
• Location: 3121 PARK AVE, SOQUEL, CA, 95073
• Phone: 831-345-5855
• Latest filing: 2026-06-19
• Regulatory AUM: $39.0M
• Discretionary AUM: $36.4M
• Non-discretionary AUM: $2.6M
• Clients: 2
• Accounts: 12

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332939 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search