Overview
Assets Under Management: $193 million
Headquarters: ORO VALLEY, AZ
High-Net-Worth Clients: 80
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 384
Discretionary Accounts: 384
Regulatory Filings
CRD Number: 289548
Last Filing Date: 2025-02-04 00:00:00
Website: https://nrgwm.com