Overview
Assets Under Management: $622 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 4
Average Client Assets: $76 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.70
Average High-Net-Worth Client Assets: $76 million
Total Client Accounts: 684
Discretionary Accounts: 684
Regulatory Filings
CRD Number: 147306
Filing ID: 1972730
Last Filing Date: 2025-03-31 16:02:00
Website: https://nbwcapital.com