New Street Advisors Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,300,000
Total clients
510
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
510
Average account size
$30,000
About
New Street Advisors Group LLC provides ongoing portfolio management, financial planning, and educational seminars and workshops to individuals (including high‑net‑worth clients), charitable organizations, and business entities. The firm prepares individualized Investment Policy Statements and implements discretionary portfolios intended to align clients’ time horizons, tax considerations, and risk tolerances with specific investment plans.
The firm’s investment process combines fundamental and cyclical analysis and may use long‑term holdings, short‑term trading, and margin transactions; permitted holdings include mutual funds, ETFs, equities, fixed income, real estate funds, and crypto assets. NSAGL may deploy model allocations together with client‑specific customizations, conducts quarterly account reviews, and documents client risk profiles in each client’s Investment Policy Statement.
What is distinctive about the firm is the unusually large number of client relationships it manages for an independent adviser — well over 500 clients — alongside a formal program of public and organizational seminars and workshops. The firm’s principal also devotes a portion of time to outside media and venture investing activities, the firm does not utilize third‑party sub‑advisers, and it does not aggregate or bunch trades for multiple clients.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Real estate investing
Fee options
Financial planning fees range from $699 to $7,999; Educational seminars/workshops fees range from $2,500 to $10,000 per seminar
0.1667% monthly (approximately 2.0% annually)
Main office location
New Street Advisors Group LLC
Scotch Plains NJ, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
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Instagram
Website
612-306-7991
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