NEWEDGE ADVISORS

858 Camp Street
New Orleans, Louisiana 70130
Tel: 504-459-4391

About NEWEDGE ADVISORS

NEWEDGE ADVISORS, formally registered with the SEC as NEWEDGE ADVISORS. The firm was established in 06/20/2014. They have over 100 offices throughout the country.

NEWEDGE ADVISORS is a New Orleans, Louisiana based Financial Planning firm with nearly $18,432,430,824 assets under management, offering retirement planning & investment advisory services to 62249 clients. The firm is staffed with 570 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171351
SEC#	801-79876
Assets Managed by Firm	$18,432,430,824
No. of Clients	62249
No. of Advisors	570

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	62249	$18,432,430,824
Individuals (other than high net worth individuals)	25085	$6,244,431,193
High net worth individuals	8643	$10,861,832,211
Pension and profit sharing plans	236	$299,948,182
Charitable organizations	115	$127,497,699
Corporations or other businesses	389	$898,175,342

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TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002	$2,000,884,017	12	7

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