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Financial advisory firms
in Newtown, PA.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

4 financial advisors15 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

15 advisory firmsCompare public facts. Verify experience directly.
4 financial advisors15 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

46 PEAKS INVESTMENT ADVISORY GROUPCRD 306902

Advisory firm

Filed advisory firm office: Newtown, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BRICK & KYLE ASSOCIATES INCCRD 107771

Advisory firm

Filed advisory firm office: Newtown, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CROSSGATE WEALTH ADVISORS, LLCCRD 121856

Advisory firm

Filed advisory firm office: Newtown, PA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ETHOS CAPITAL MANAGEMENT, INC.CRD 313145

Advisory firm

Filed advisory firm office: Newtown, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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INNOVA WEALTH PARTNERS, LLCCRD 168500

Advisory firm

Filed advisory firm office: Newtown, PA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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INSIGHT ADVISORS, LLCCRD 168057

Advisory firm

Filed advisory firm office: Newtown, PA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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JMAC ENTERPRISES LLCCRD 312710

Advisory firm

Filed advisory firm office: Newtown, PA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MAIN STREET FINANCIAL SOLUTIONS, LLCCRD 305834

Advisory firm

Filed advisory firm office: Newtown, PA

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MIRAVAST ASSET MANAGEMENT, LLCCRD 168582

Advisory firm

Filed advisory firm office: Newtown, PA

Filed firm type: Registered

Insurance companiesPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MOUNT LUCAS INDEX ADVISERS LLCCRD 310820

Advisory firm

Filed advisory firm office: Newtown, PA

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MOUNT LUCAS MANAGEMENT LPCRD 108255

Advisory firm

Filed advisory firm office: Newtown, PA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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PRECIDIAN FUNDS LLCCRD 156974

Advisory firm

Filed advisory firm office: Newtown, PA

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PW NOVA FINANCIAL SERVICES LLCCRD 333595

Advisory firm

Filed advisory firm office: Newtown, PA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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TOWERCREST CAPITAL MANAGEMENT, LLCCRD 152069

Advisory firm

Filed advisory firm office: Newtown, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Other investment advisersFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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VERICREST PRIVATE WEALTH, LLCCRD 311111

Advisory firm

Filed advisory firm office: Newtown, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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