Montagu Newhall Associates, Inc. is a large advisory firm based in Owings Mills. It manages $1.46 billion of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Maryland.
Montagu Newhall Associates provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Montagu Newhall Associates, Inc. is $1.46 billion. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Montagu Newhall Associates, Inc. for their services and products based on a percentage of assets under management and performance-based fees. 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.
James Jin Lim has been acting as President since 1 Dec 2007. Eric Thompson joined the executive team most recently as the Cfo, Treasurer, Chief Compliance Officer.
The principal office where Montagu Newhall Associates, Inc. performs its advisory services is located at 100 Painters Mill Road, Owings Mills, MD 21117, which is also the mailing address of the firm. An additional office of the firm is in Palo Alto, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-363-2725 or by fax 410-363-9075. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.montagunewhall.com.