NEWSOURCE ADVISORY, LLC
CRD #135912 SEC #801-64418 KEENE, NH 603-357-9311
SEC Registered
Total AUM
$85.8M
Discretionary
$85.8M
Employees
1
Clients
--
Accounts
100
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $85.8M | $85.8M | $0 | 1 | 11 |
| Mar 2012 | $85.8M | $85.8M | $0 | 1 | 11 |
| Mar 2012 | $85.8M | $85.8M | $0 | 1 | 11 |
| Mar 2010 | $86.7M | $86.7M | $0 | 5 | -- |
| Mar 2008 | $87M | $87M | $0 | 5 | -- |
| Mar 2007 | $86.4M | $86.4M | $0 | 5 | -- |
| Jan 2007 | $89.1M | $89.1M | $0 | 5 | -- |
| Feb 2006 | $89.1M | $89.1M | $0 | 5 | -- |
| Oct 2005 | $92.6M | $92.6M | $0 | 5 | -- |
| Jun 2005 | $0 | $0 | $0 | 5 | -- |
DateJun 2012
Total AUM$85.8M
Discretionary$85.8M
Non-Disc.$0
Employees1
Clients11
DateMar 2012
Total AUM$85.8M
Discretionary$85.8M
Non-Disc.$0
Employees1
Clients11
DateMar 2012
Total AUM$85.8M
Discretionary$85.8M
Non-Disc.$0
Employees1
Clients11
DateMar 2010
Total AUM$86.7M
Discretionary$86.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$86.4M
Discretionary$86.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$89.1M
Discretionary$89.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$89.1M
Discretionary$89.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$92.6M
Discretionary$92.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--