other names
  • NEW CENTURY ADVISORS, LLC
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Adviser Profile

As of Date 03/25/2026
ADV Location CHEVY CHASE, MD, United States
Adviser Type - Large advisory firm
Number of Employees 18 6%
of those in investment advisory functions 10 11%
Registration SEC, Approved, 08/22/2002
AUM* 4,308,137,084 9%
of that, discretionary 4,308,137,084 9%
Private Fund GAV* 0
Avg Account Size 102,574,692 19%
% High Net Worth 16.67% -15%
SMA’s Yes
Private Funds 0
Contact Info 240 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

4B 3B 3B 2B 2B 1B 547M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary