linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Newton Priddy Kendrick

THE Institute

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Newton? Claim Your Profile

About Newton Priddy Kendrick

Newton Kendrick is a registered Investment Advisor Representative with The Institute. Newton has been in the industry since 2003. Newton holds the Series 7 and Series 66 licenses. Newton has worked with clients ranging from high-net-worth individuals to corporations, charitable organizations, and pooled investment vehicles. Newton primarily serves clients in California and Colorado. Newton offers a variety of services to clients including financial planning, educational seminars, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors.

Firm Information

Newton Kendrick is currently registered with THE Institute. THE Institute, based in DENVER, CO, provides financial planning, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. They have over 1,700 accounts with assets under management totaling over $926 million. They also offer selection of other advisors and manage portfolios for investment companies.
THE Institute

9878 W. BELLEVIEW AVE.

DENVER, CO 80123

$926.92M

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Newton Kendrick’s Registration & Firm History

CO

05/13/2019 - Present

THE Institute (DENVER CO)

CA

10/24/2006 - 06/08/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARMEL CA)

CA

11/19/2003 - 09/21/2006

UBS FINANCIAL SERVICES INC. (CARMEL CA)

Not sure if Newton Priddy Kendrick is right for you?

Licenses & Designations

BOTH

Issued 12/09/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/18/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Newton Priddy Kendrick.
Not sure if Newton Priddy Kendrick is right for you?