Paul
Newman
Regents Partners, LLC
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About this Advisor
Paul Newman is a financial advisor who works out of Salt Lake City, Utah with 1 year of industry experience. Newman is an employee of Regents Partners, LLC. Their career trajectory has included roles at International Game Technology, Micron Technology Inc, Regents Partners, LLC and Foresight Wealth Management, LLC, Dba Regents Park. Newman holds a Series 65 license, certifying them as an investment advisor representative, and can operate in Utah. Regents Partners, LLC is a financial advisory firm operating out of Salt Lake City, UT. It controls $280 million in assets under management among its 900 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 900 customer accounts, 36% are associated with high-net-worth investors who have at least $1 million in assets. Regents Partners, LLC offers a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice largely vary depending on the type of services provided. Fees billed by Regents Partners, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Regents Partners, LLC Brokerage Details
$279,500,000
8
900
$310,556
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Paul Newman Work History
Paul has been registered as a financial advisor for 1 years.*
Regents Partners, LLC
Foresight Wealth Management, LLC, Dba Regents Park
Micron Technology Inc
International Game Technology
*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 Paul 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 Regents Partners, LLC
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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