NEW CENTURY FINANCIAL GROUP, LLC
CRD #104553 SEC #801-51232 PRINCETON, NJ (609)924-2049
SEC Registered Disclosures
Total AUM
$192.9M
Discretionary
$192.9M
Employees
14
Clients
51
Accounts
894
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $192.9M | $192.9M | $0 | 14 | 0 |
| Aug 2025 | $192.9M | $192.9M | $0 | 15 | 0 |
| Mar 2025 | $192.9M | $192.9M | $0 | 15 | 0 |
| Jan 2025 | $201.7M | $201.7M | $0 | 18 | 0 |
| Sep 2024 | $201.7M | $201.7M | $0 | 20 | 0 |
| Aug 2024 | $201.7M | $201.7M | $0 | 20 | 0 |
| Aug 2024 | $201.7M | $201.7M | $0 | 20 | 0 |
| Mar 2024 | $201.7M | $201.7M | $0 | 20 | 0 |
| Jul 2023 | $190.1M | $190.1M | $0 | 20 | 0 |
| Jul 2023 | $190.1M | $190.1M | $0 | 19 | 0 |
| Apr 2023 | $190.1M | $190.1M | $0 | 18 | 0 |
| Feb 2023 | $242.3M | $242.3M | $0 | 19 | 0 |
| Jan 2023 | $242.3M | $242.3M | $0 | 20 | 0 |
| Jan 2023 | $242.3M | $242.3M | $0 | 20 | 0 |
| Dec 2022 | $242.3M | $242.3M | $0 | 20 | 0 |
| Oct 2022 | $242.3M | $242.3M | $0 | 20 | 0 |
| Oct 2022 | $242.3M | $242.3M | $0 | 21 | 0 |
| May 2022 | $242.3M | $242.3M | $0 | 20 | 0 |
| Mar 2022 | $242.3M | $242.3M | $0 | 20 | 0 |
| Feb 2022 | $242.3M | $242.3M | $0 | 21 | 0 |
| Jan 2022 | $242.3M | $242.3M | $0 | 21 | 0 |
| Mar 2021 | $191.3M | $191.3M | $0 | 21 | 0 |
| Jan 2021 | $191.3M | $191.3M | $0 | 21 | 0 |
| Jan 2021 | $175.5M | $132.1M | $43.4M | 21 | 5 |
| Nov 2020 | $175.5M | $132.1M | $43.4M | 20 | 5 |
| Jul 2020 | $175.5M | $132.1M | $43.4M | 20 | 5 |
| Jun 2020 | $175.5M | $132.1M | $43.4M | 21 | 5 |
| May 2020 | $175.5M | $132.1M | $43.4M | 21 | 5 |
| Jan 2020 | $175.5M | $132.1M | $43.4M | 21 | 5 |
| Jan 2020 | $175.5M | $132.1M | $43.4M | 21 | 5 |
| Jan 2020 | $216.3M | $169.1M | $47.2M | 21 | 0 |
| Dec 2019 | $216.3M | $169.1M | $47.2M | 22 | 0 |
| Dec 2019 | $216.3M | $169.1M | $47.2M | 21 | 0 |
| Dec 2019 | $216.3M | $169.1M | $47.2M | 21 | 0 |
| Nov 2019 | $216.3M | $169.1M | $47.2M | 21 | 0 |
| Nov 2019 | $216.3M | $169.1M | $47.2M | 21 | 0 |
| Oct 2019 | $216.3M | $169.1M | $47.2M | 21 | 0 |
| Apr 2019 | $216.3M | $169.1M | $47.2M | 21 | 0 |
| Mar 2019 | $216.3M | $169.1M | $47.2M | 22 | 0 |
| Jan 2019 | $216.3M | $169.1M | $47.2M | 22 | 0 |
| Jan 2019 | $269.2M | $228.1M | $41.1M | 22 | 0 |
| Jan 2019 | $269.2M | $228.1M | $41.1M | 22 | 0 |
| Dec 2018 | $269.2M | $228.1M | $41.1M | 22 | 0 |
| Nov 2018 | $269.2M | $228.1M | $41.1M | 22 | 0 |
| Oct 2018 | $269.2M | $228.1M | $41.1M | 28 | 0 |
| Sep 2018 | $269.2M | $228.1M | $41.1M | 28 | 0 |
| Sep 2018 | $269.2M | $228.1M | $41.1M | 29 | 0 |
| Aug 2018 | $269.2M | $228.1M | $41.1M | 29 | 0 |
| Jul 2018 | $269.2M | $228.1M | $41.1M | 29 | 0 |
| Jul 2018 | $269.2M | $228.1M | $41.1M | 30 | 0 |
| May 2018 | $269.2M | $228.1M | $41.1M | 31 | 0 |
| Apr 2018 | $269.2M | $228.1M | $41.1M | 31 | 0 |
| Mar 2018 | $269.2M | $228.1M | $41.1M | 32 | 0 |
| Jun 2017 | $258.8M | $258.8M | $0 | 32 | 1,008 |
| Feb 2017 | $207.8M | $188.4M | $19.4M | 31 | 900 |
| Sep 2016 | $207.8M | $188.4M | $19.4M | 31 | 900 |
| Mar 2016 | $207.8M | $188.4M | $19.4M | 31 | 900 |
| Nov 2015 | $140.2M | $140M | $230K | 28 | 600 |
| Oct 2015 | $140.2M | $140M | $230K | 28 | 600 |
| Jul 2015 | $140.2M | $140M | $230K | 28 | 600 |
| Feb 2015 | $140.2M | $140M | $230K | 28 | 600 |
| Jan 2015 | $143M | $142.8M | $250K | 28 | 600 |
| Dec 2014 | $143M | $142.8M | $250K | 28 | 600 |
| Oct 2014 | $143M | $142.8M | $250K | 28 | 600 |
| Jul 2014 | $143M | $142.8M | $250K | 28 | 600 |
| Mar 2014 | $143M | $142.8M | $250K | 28 | 600 |
| Mar 2013 | $155.3M | $155M | $270K | 32 | 600 |
| Jul 2012 | $157.3M | $157M | $300K | 11 | 500 |
| Mar 2012 | $157.3M | $157M | $300K | 11 | 500 |
| Mar 2012 | $157.3M | $157M | $300K | 11 | 500 |
| Dec 2011 | $181.9M | $180.9M | $984.1K | 11 | 590 |
| Dec 2010 | $183.3M | $183M | $363.3K | -- | -- |
| Aug 2010 | $183.3M | $183M | $363.3K | -- | -- |
| Mar 2010 | $183.3M | $183M | $363.3K | -- | -- |
| Mar 2009 | $178.2M | $178M | $207.1K | -- | -- |
| Mar 2008 | $176.4M | $175.9M | $417.4K | -- | -- |
| Dec 2007 | $182.6M | $182.1M | $424K | -- | -- |
| Sep 2007 | $182.6M | $182.1M | $424K | -- | -- |
| Mar 2007 | $182.6M | $182.1M | $424K | -- | -- |
| Mar 2006 | $153M | $153M | $0 | -- | -- |
| Sep 2005 | $116.5M | $116.5M | $0 | -- | -- |
| Jun 2005 | $116.5M | $116.5M | $0 | -- | -- |
| Jul 2004 | $99.4M | $99.4M | $0 | -- | -- |
| Apr 2004 | $99.4M | $99.4M | $0 | -- | -- |
| Mar 2004 | $99.4M | $99.4M | $0 | -- | -- |
| Mar 2002 | $66.7M | $66.7M | $0 | -- | -- |
DateNov 2025
Total AUM$192.9M
Discretionary$192.9M
Non-Disc.$0
Employees14
Clients0
DateAug 2025
Total AUM$192.9M
Discretionary$192.9M
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$192.9M
Discretionary$192.9M
Non-Disc.$0
Employees15
Clients0
DateJan 2025
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees18
Clients0
DateSep 2024
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees20
Clients0
DateAug 2024
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees20
Clients0
DateAug 2024
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees20
Clients0
DateJul 2023
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees20
Clients0
DateJul 2023
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees19
Clients0
DateApr 2023
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees18
Clients0
DateFeb 2023
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees19
Clients0
DateJan 2023
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees20
Clients0
DateJan 2023
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees20
Clients0
DateDec 2022
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees20
Clients0
DateOct 2022
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees20
Clients0
DateOct 2022
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees21
Clients0
DateMay 2022
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees20
Clients0
DateMar 2022
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees20
Clients0
DateFeb 2022
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees21
Clients0
DateJan 2022
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees21
Clients0
DateMar 2021
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees21
Clients0
DateJan 2021
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees21
Clients0
DateJan 2021
Total AUM$175.5M
Discretionary$132.1M
Non-Disc.$43.4M
Employees21
Clients5
DateNov 2020
Total AUM$175.5M
Discretionary$132.1M
Non-Disc.$43.4M
Employees20
Clients5
DateJul 2020
Total AUM$175.5M
Discretionary$132.1M
Non-Disc.$43.4M
Employees20
Clients5
DateJun 2020
Total AUM$175.5M
Discretionary$132.1M
Non-Disc.$43.4M
Employees21
Clients5
DateMay 2020
Total AUM$175.5M
Discretionary$132.1M
Non-Disc.$43.4M
Employees21
Clients5
DateJan 2020
Total AUM$175.5M
Discretionary$132.1M
Non-Disc.$43.4M
Employees21
Clients5
DateJan 2020
Total AUM$175.5M
Discretionary$132.1M
Non-Disc.$43.4M
Employees21
Clients5
DateJan 2020
Total AUM$216.3M
Discretionary$169.1M
Non-Disc.$47.2M
Employees21
Clients0
DateDec 2019
Total AUM$216.3M
Discretionary$169.1M
Non-Disc.$47.2M
Employees22
Clients0
DateDec 2019
Total AUM$216.3M
Discretionary$169.1M
Non-Disc.$47.2M
Employees21
Clients0
DateDec 2019
Total AUM$216.3M
Discretionary$169.1M
Non-Disc.$47.2M
Employees21
Clients0
DateNov 2019
Total AUM$216.3M
Discretionary$169.1M
Non-Disc.$47.2M
Employees21
Clients0
DateNov 2019
Total AUM$216.3M
Discretionary$169.1M
Non-Disc.$47.2M
Employees21
Clients0
DateOct 2019
Total AUM$216.3M
Discretionary$169.1M
Non-Disc.$47.2M
Employees21
Clients0
DateApr 2019
Total AUM$216.3M
Discretionary$169.1M
Non-Disc.$47.2M
Employees21
Clients0
DateMar 2019
Total AUM$216.3M
Discretionary$169.1M
Non-Disc.$47.2M
Employees22
Clients0
DateJan 2019
Total AUM$216.3M
Discretionary$169.1M
Non-Disc.$47.2M
Employees22
Clients0
DateJan 2019
Total AUM$269.2M
Discretionary$228.1M
Non-Disc.$41.1M
Employees22
Clients0
DateJan 2019
Total AUM$269.2M
Discretionary$228.1M
Non-Disc.$41.1M
Employees22
Clients0
DateDec 2018
Total AUM$269.2M
Discretionary$228.1M
Non-Disc.$41.1M
Employees22
Clients0
DateNov 2018
Total AUM$269.2M
Discretionary$228.1M
Non-Disc.$41.1M
Employees22
Clients0
DateOct 2018
Total AUM$269.2M
Discretionary$228.1M
Non-Disc.$41.1M
Employees28
Clients0
DateSep 2018
Total AUM$269.2M
Discretionary$228.1M
Non-Disc.$41.1M
Employees28
Clients0
DateSep 2018
Total AUM$269.2M
Discretionary$228.1M
Non-Disc.$41.1M
Employees29
Clients0
DateAug 2018
Total AUM$269.2M
Discretionary$228.1M
Non-Disc.$41.1M
Employees29
Clients0
DateJul 2018
Total AUM$269.2M
Discretionary$228.1M
Non-Disc.$41.1M
Employees29
Clients0
DateJul 2018
Total AUM$269.2M
Discretionary$228.1M
Non-Disc.$41.1M
Employees30
Clients0
DateMay 2018
Total AUM$269.2M
Discretionary$228.1M
Non-Disc.$41.1M
Employees31
Clients0
DateApr 2018
Total AUM$269.2M
Discretionary$228.1M
Non-Disc.$41.1M
Employees31
Clients0
DateMar 2018
Total AUM$269.2M
Discretionary$228.1M
Non-Disc.$41.1M
Employees32
Clients0
DateJun 2017
Total AUM$258.8M
Discretionary$258.8M
Non-Disc.$0
Employees32
Clients1,008
DateFeb 2017
Total AUM$207.8M
Discretionary$188.4M
Non-Disc.$19.4M
Employees31
Clients900
DateSep 2016
Total AUM$207.8M
Discretionary$188.4M
Non-Disc.$19.4M
Employees31
Clients900
DateMar 2016
Total AUM$207.8M
Discretionary$188.4M
Non-Disc.$19.4M
Employees31
Clients900
DateNov 2015
Total AUM$140.2M
Discretionary$140M
Non-Disc.$230K
Employees28
Clients600
DateOct 2015
Total AUM$140.2M
Discretionary$140M
Non-Disc.$230K
Employees28
Clients600
DateJul 2015
Total AUM$140.2M
Discretionary$140M
Non-Disc.$230K
Employees28
Clients600
DateFeb 2015
Total AUM$140.2M
Discretionary$140M
Non-Disc.$230K
Employees28
Clients600
DateJan 2015
Total AUM$143M
Discretionary$142.8M
Non-Disc.$250K
Employees28
Clients600
DateDec 2014
Total AUM$143M
Discretionary$142.8M
Non-Disc.$250K
Employees28
Clients600
DateOct 2014
Total AUM$143M
Discretionary$142.8M
Non-Disc.$250K
Employees28
Clients600
DateJul 2014
Total AUM$143M
Discretionary$142.8M
Non-Disc.$250K
Employees28
Clients600
DateMar 2014
Total AUM$143M
Discretionary$142.8M
Non-Disc.$250K
Employees28
Clients600
DateMar 2013
Total AUM$155.3M
Discretionary$155M
Non-Disc.$270K
Employees32
Clients600
DateJul 2012
Total AUM$157.3M
Discretionary$157M
Non-Disc.$300K
Employees11
Clients500
DateMar 2012
Total AUM$157.3M
Discretionary$157M
Non-Disc.$300K
Employees11
Clients500
DateMar 2012
Total AUM$157.3M
Discretionary$157M
Non-Disc.$300K
Employees11
Clients500
DateDec 2011
Total AUM$181.9M
Discretionary$180.9M
Non-Disc.$984.1K
Employees11
Clients590
DateDec 2010
Total AUM$183.3M
Discretionary$183M
Non-Disc.$363.3K
Employees--
Clients--
DateAug 2010
Total AUM$183.3M
Discretionary$183M
Non-Disc.$363.3K
Employees--
Clients--
DateMar 2010
Total AUM$183.3M
Discretionary$183M
Non-Disc.$363.3K
Employees--
Clients--
DateMar 2009
Total AUM$178.2M
Discretionary$178M
Non-Disc.$207.1K
Employees--
Clients--
DateMar 2008
Total AUM$176.4M
Discretionary$175.9M
Non-Disc.$417.4K
Employees--
Clients--
DateDec 2007
Total AUM$182.6M
Discretionary$182.1M
Non-Disc.$424K
Employees--
Clients--
DateSep 2007
Total AUM$182.6M
Discretionary$182.1M
Non-Disc.$424K
Employees--
Clients--
DateMar 2007
Total AUM$182.6M
Discretionary$182.1M
Non-Disc.$424K
Employees--
Clients--
DateMar 2006
Total AUM$153M
Discretionary$153M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$66.7M
Discretionary$66.7M
Non-Disc.$0
Employees--
Clients--