Overview
Assets Under Management: $204 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 112
Average Client Assets: $1.7 million
Frequently Asked Questions
NDVR is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310602), NDVR is subject to fiduciary duty under federal law.
NDVR is headquartered in BOSTON, MA.
NDVR serves 112 high-net-worth clients according to their SEC filing dated April 01, 2025. View client details ↓
According to their SEC Form ADV, NDVR offers financial planning and portfolio management for individuals. View all service details ↓
NDVR manages $204 million in client assets according to their SEC filing dated April 01, 2025.
According to their SEC Form ADV, NDVR serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.09%
Average Client Assets: $1.7 million
Total Client Accounts: 345
Discretionary Accounts: 345
Regulatory Filings
CRD Number: 310602
Filing ID: 1975352
Last Filing Date: 2025-04-01 14:46:00