New Century Financial Group, LLC
New Century Financial Group, LLC is an SEC-registered investment adviser headquartered in Princeton, New Jersey. The firm offers a full range of financial planning, investment, and wealth management services to individuals, families, and businesses. Founded in the mid-1990s, it focuses on personalized financial guidance and a broad set of investment solutions. The employee count is not public, but as a boutique wealth management firm, it likely maintains a small to medium team to serve its client base.
Investment Strategy
New Century Financial Group, LLC employs a holistic, client-centered approach to investment management and financial planning. The firm provides portfolio management, asset allocation, retirement planning, education funding, tax-efficient investing, and risk management strategies tailored to each client's goals, needs, and risk tolerance. Their investment philosophy is based on long-term planning, diversified solutions, and disciplined portfolio management, using a wide array of both traditional and alternative investment products.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 8.36% | $4.7M | 7,029 | $607.21 | $669.30 | -$42.7K |
M MDY | SPDR S&P MIDCAP 400 ETF TR | 7.12% | $4.0M | 6,724 | $571.59 | $596.03 | +$488.7K |
L LNC | LINCOLN NATL CORP IND | 3.05% | $1.7M | 42,544 | $32.68 | $40.33 | +$204.5K |
A AAPL | APPLE INC | 3.02% | $1.7M | 6,664 | $205.72 | $254.63 | +$149.7K |
S SPY | SPDR S&P 500 ETF TR | 2.90% | $1.6M | 2,451 | $539.14 | $666.18 | -$125.5K |