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Newsource Advisory, LLC (Keene)


Newsource Advisory, LLC is an adviser based in Keene. It manages $85.81 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2005.

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Newsource Advisory provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Newsource Advisory: assets under management

The assets under management (AUM) of Newsource Advisory, LLC is $85.81 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $85.81 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $858.06 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Newsource Advisory, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Keene

The principal office where Newsource Advisory, LLC performs its advisory services is located at 28 Middle Street, Keene, NH 03431, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-357-9311 or by fax 603-719-0437. The normal business hours are 9:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.gordonsnyder.com.


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