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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Gas-Lock Advisors LLC 11 years, 6 months Sep 2005 - Present
Newarc Investments 20 years, 3 months Dec 1996 - Present
Capital Markets Research 22 years Mar 1995 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Jeffrey Miller

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 17, 2016
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Newarc Investments, Inc.

Last updated on March 31, 2016
    • $46.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 87
      Accounts
    • $528.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets