RIA Intelligence

NEWTON ONE INVESTMENTS LLC

Legal name: N1 ADVISORS

CRD #147048 SEC #801-69525 NEWARK, DE 302-731-1326
SEC Registered
Total AUM
$393M
Discretionary
$393M
Employees
7
Clients
51
Accounts
468

AUM Over Time

DateMar 2025
Total AUM$393M
Discretionary$393M
Non-Disc.$0
Employees7
Clients32
DateMar 2025
Total AUM$393M
Discretionary$393M
Non-Disc.$0
Employees7
Clients32
DateSep 2024
Total AUM$346.3M
Discretionary$346.3M
Non-Disc.$0
Employees6
Clients34
DateAug 2024
Total AUM$346.3M
Discretionary$346.3M
Non-Disc.$0
Employees6
Clients34
DateAug 2024
Total AUM$346.3M
Discretionary$346.3M
Non-Disc.$0
Employees6
Clients34
DateMar 2024
Total AUM$346.3M
Discretionary$346.3M
Non-Disc.$0
Employees6
Clients34
DateMar 2024
Total AUM$346.3M
Discretionary$346.3M
Non-Disc.$0
Employees6
Clients34
DateApr 2023
Total AUM$289.3M
Discretionary$289.3M
Non-Disc.$0
Employees8
Clients34
DateApr 2023
Total AUM$289.3M
Discretionary$289.3M
Non-Disc.$0
Employees8
Clients34
DateMar 2023
Total AUM$289.3M
Discretionary$289.3M
Non-Disc.$0
Employees8
Clients34
DateDec 2022
Total AUM$342.8M
Discretionary$342.8M
Non-Disc.$0
Employees8
Clients35
DateNov 2022
Total AUM$342.8M
Discretionary$342.8M
Non-Disc.$0
Employees8
Clients35
DateApr 2022
Total AUM$342.8M
Discretionary$342.8M
Non-Disc.$0
Employees8
Clients35
DateApr 2022
Total AUM$342.8M
Discretionary$342.8M
Non-Disc.$0
Employees8
Clients35
DateMar 2022
Total AUM$342.8M
Discretionary$342.8M
Non-Disc.$0
Employees8
Clients35
DateMar 2021
Total AUM$291.2M
Discretionary$291.2M
Non-Disc.$0
Employees7
Clients1
DateMar 2021
Total AUM$291.2M
Discretionary$291.2M
Non-Disc.$0
Employees7
Clients1
DateJun 2020
Total AUM$261.4M
Discretionary$261.4M
Non-Disc.$0
Employees6
Clients30
DateJun 2020
Total AUM$261.4M
Discretionary$261.4M
Non-Disc.$0
Employees6
Clients30
DateJan 2020
Total AUM$261.4M
Discretionary$261.4M
Non-Disc.$0
Employees6
Clients30
DateSep 2019
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees8
Clients26
DateAug 2019
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees7
Clients26
DateJul 2019
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees7
Clients26
DateMar 2019
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees7
Clients26
DateNov 2018
Total AUM$224.6M
Discretionary$224.6M
Non-Disc.$0
Employees7
Clients30
DateApr 2018
Total AUM$224.6M
Discretionary$224.6M
Non-Disc.$0
Employees7
Clients30
DateMar 2018
Total AUM$224.6M
Discretionary$224.6M
Non-Disc.$0
Employees7
Clients30
DateSep 2017
Total AUM$218.9M
Discretionary$218.9M
Non-Disc.$0
Employees8
Clients200
DateMar 2017
Total AUM$218.9M
Discretionary$218.9M
Non-Disc.$0
Employees8
Clients200
DateMar 2016
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees7
Clients200
DateMar 2015
Total AUM$196.4M
Discretionary$196.4M
Non-Disc.$0
Employees8
Clients200
DateAug 2014
Total AUM$199.8M
Discretionary$199.8M
Non-Disc.$0
Employees8
Clients200
DateJan 2014
Total AUM$199.8M
Discretionary$199.8M
Non-Disc.$0
Employees8
Clients200
DateDec 2013
Total AUM$169.1M
Discretionary$169.1M
Non-Disc.$0
Employees8
Clients300
DateMar 2013
Total AUM$169.1M
Discretionary$169.1M
Non-Disc.$0
Employees8
Clients300
DateApr 2012
Total AUM$147.4M
Discretionary$147.4M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$147.4M
Discretionary$147.4M
Non-Disc.$0
Employees11
Clients300
DateAug 2011
Total AUM$151.6M
Discretionary$151.6M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees--
Clients--