Robert
Newman
Promus Capital, LLC
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About this Advisor
Robert Newman is a chartered financial analyst working out of Chicago, Illinois with 8 years of relevant experience. Newman is currently employed by Promus Capital, LLC. Throughout their career, Newman has worked at Promus Holdings, LLC, William Blair & Company L.L.C, Promus Capital, LLC and Rdn Consulting, LLC. Newman holds a Series 63 license, designating them as a securities representative, and can advise clients in Illinois. Promus Capital, LLC is a registered investment business headquartered in Chicago, IL. It has $1 billion in assets under management among its 493 accounts, placing it among the largest firms in the United States by assets under management. The firm advises six charities and foundations. Of its 493 accounts, 77% belong to high-net-worth clients who have at least $1 million in assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees largely depend on which services the firm provides the client. However, fees billed by Promus Capital, LLC may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Promus Capital, LLC Brokerage Details
$1,296,334,404
26
493
$2,629,482
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Robert Newman Work History
Robert has been registered as a financial advisor for 8 years.*
Promus Holdings, LLC
Promus Capital, LLC
Rdn Consulting, LLC
William Blair & Company L.L.C
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Newman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Promus Capital, LLC
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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