NEWELL ASSOCIATES
CRD #105610 SEC #801-26949 PALO ALTO, CA 650-327-2332
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
10
Clients
--
Accounts
5
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NEWELL, JENNIFER, CHRISTINE | I | PRESIDENT | NA | Control |
| NEWELL, JENNIFER, CHRISTINE | I | PRESIDENT | NA | Control |
| NEWELL, JENNIFER, CHRISTINE | I | PRESIDENT | NA | Control |
| NEWELL, ROGER, DANIEL | I | CHAIRMAN | D | Control |
| NEWELL, ROGER, DANIEL | I | CHAIRMAN | D | Control |
| NEWELL, ROGER, DANIEL | I | CHAIRMAN | D | Control |
| HURET, ROBERT, ALAN | I | VICE CHAIRMAN | B | |
| HURET, ROBERT, ALAN | I | VICE CHAIRMAN | B | |
| HURET, ROBERT, ALAN | I | VICE CHAIRMAN | B | |
| ROTHENBERG, ALAN, EDWARD | I | DIRECTOR | A | |
| ROTHENBERG, ALAN, EDWARD | I | DIRECTOR | A | |
| ROTHENBERG, ALAN, EDWARD | I | DIRECTOR | A |
Registrations
Federal
IA
Mar 28, 2002 REGISTERED
Notice Filings (1)
CA
Address
525 UNIVERSITY AVESUITE 620
PALO ALTO, CA 94301
USA
Phone: 650-327-2332